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Shepherd Financial, LLC · 1 month ago

Client Relationship Consultant

Louisville, KY

Full-time

Onsite

Mid Level

Shepherd Financial is an independent firm specializing in retirement plan consulting and wealth management. The Client Relationship Consultant will manage client relationships, deliver exceptional service, and support organizational growth by advocating for clients and resolving their concerns.

AdviceFinanceWealth Management

Responsibilities

Provide leadership to and become fully engaged with both existing and new client relationships

Work with established team members to become acquainted with existing clients, ultimately leading to robust account management of client relationships

Advocate for and solve day-to-day client concerns

Conduct committee, enrollment, financial wellness, and other meetings at regularly-scheduled intervals

Manage accounts by responding to client needs, anticipating issues, and proactively providing solutions

Effectively implement available resources to resolve a variety of issues with clients. These may include compliance, DOL and IRS audits, ERISA-related guidelines, vendor websites, contract repricing, and/or plan and contract conversions or terminations

Promote client retention and identify opportunities to strengthen existing client relationships through timely, high-quality service

Cultivate strong partnerships with both clients and vendors

Increase Shepherd Financial brand awareness in the retirement marketplace

Discover individual rollover opportunities that meet our minimum monetary requirements for wealth management clients

Qualification

Client relationship managementMicrosoft WordMicrosoft ExcelEmpathyCommunication skillsProblem-solving skillsTeam collaborationLeadership skills

Required

An undergraduate degree and relevant industry designations, including current Qualified 401(k) Administrator (QKA) status (or credential attainment within the first 12 months of employment, per the terms of the Continuing Education Repayment Program)

A proficiency in Microsoft Word and Excel

Compliance with Shepherd Financial's internal policies, including the Work-From-Home Policy and License and Designation Repayment Program

Begin each business day no later than 8:30 am

Weekly attendance at the retirement plan team meeting on Mondays at 8:00 am EST

Return or acknowledge emails and phone calls from plan sponsors and participants within 24 hours

Document all client interactions in Redtail within 24 hours

Refer 12 wealth management and or insurance prospects over the course of a year