Client Relationship Consultant – Retirement Plans

About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

Position Description & Objectives

The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This position requires the ability to deliver exceptional, timely client service while effectively and autonomously managing a book of retirement plans. The abilities to learn independently, create positive and authentic relationships, and act as a community leader are essential to your success in this role.

Core 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
  • 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

Position Expectations

• 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