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General Job Summary: The Trust Client Services Associate delivers dedicated operational and administrative support to a team of Wealth and Investment Advisors, managing day-to-day account activity, client communications, and select research and committee functions. Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Stock Yards Bank and Trust Co

Trust Client Services Associate

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Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JPMorgan Chase & Co

J.P. Morgan Wealth Management - Market Director of Wealth

The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

Robert W Baird & Co Inc

CRT Client Specialist Training Program

IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. The Private & Professional Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services.

Republic Bank is a commercial and retail bank with a distinct brand. Our focus is on 
 innovation, customer 
 satisfaction, brand building, value for our shareholders, and a fantastic environment for our employees to enjoy. 
 At Republic Bank, we offer our Customers “big bank” benefits with a small town feel. We are one of the largest Philadelphia-based banks, making decisions locally, and quickly. We pride ourselves on our retail-based model focused on convenience and Fanatic Customer Service. 
 We are different from the other banks&mdash;when we say 
 “convenient” we really mean it. We offer premier conveniences that many other banks do not, such as: 
 Open 7 Days a Week
 Open Early, Open Late
 Absolutely FREE Personal Checking
 Absolutely FREE Business Checking
 FREE Coin Counting (to 
 non-Customers too!)
 ATM/Debit Cards “On The Spot”
 FREE Visa&reg; Gift Cards
 Never an ATM Fee from us
 Today, tomorrow, and beyond, Republic Bank will continue to serve the needs of individuals, 
 families, and businesses. And, we will exceed our Customers’ expectations…every Customer, every time.

Republic Bancorp Inc

Private & Professional Banking Officer

Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.

HOUR

We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom.
Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader.

Today, the Rocket brand is synonymous with providing simple, fast and trusted digital solutions for complex transactions. When you need a mortgage, a real estate agent, a personal loan or a car, Rocket gets you there fast.

Rocket Companies Inc

Executive Loan Officer (Kentucky)

The Senior Account Manager is a proven project facilitator, showing adeptness and sustained success at guiding the cross-functional team with focus on scope/project delivery, and consistently exceeding client expectations. Seen by clients as a trusted resource and brand steward, and by internal teams as the go-to person for guidance on client expectations and engagement details, this role plays a critical role on our team.

LEAP

Senior Account Manager (Digital Marketing Advertising)

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The ideal candidate brings strong conceptual thinking, elevated design craft, and experience developing integrated campaigns across digital, social, experiential, and traditional channels. Regardless of location, onsite time and periodic travel for things like client meetings, collab sessions, production work, pitches, and team gatherings is important and expected.

Leap Group Network LLC

Senior Art Director

You'll help build and maintain the martech stack, integrations, AI workflows, automations, and analytics that allow our teams to move faster, work smarter, and connect campaign activity to pipeline and revenue. This person sits at the intersection of marketing, sales, data, and technology, designing the systems that help turn campaigns into measurable business outcomes.

Go-To-Market (GTM) Engineer

From identifying potential compliance issues and reviewing product claims, disclosures, and medical terminology to catching inconsistencies and other errors, you'll help our teams deliver work that meets regulatory requirements and client expectations. You'll provide an additional layer of quality assurance across digital marketing deliverables, including websites, landing pages, email campaigns, paid media, social media, and other digital content.

Medical Quality Assurance Tester (Freelance)

From identifying potential partners and staying connected with eligible buyers to researching conferences, market opportunities, and upcoming pursuits, you'll play an important role in keeping us visible, connected, and positioned for new business. 3+ years of experience in federal government contracting, government business development, capture, teaming, subcontracting, task order management, contract vehicle management, or a related field.

Junior Government Partnerships & Task Order Specialist

In this role, you can expect to: Lead the identification, evaluation, and development of strategic teaming partners and subcontractors for federal and SLED pursuits, with a strong focus on expanding our federal subcontracting network. 7+ years of experience in federal government contracting, government business development, capture, teaming, subcontracting, task order management, contract vehicle management, or a related field.

Senior Government Partnerships & Task Order Specialist

In this role, you can expect to: Create and/or publish compelling short-form content that aligns with client brand identities, engages audiences, and drives results across social media platforms. Collaborative and team-focused approach, with the ability to work cross-functionally and communicate effectively with internal and external partners alike.

Media Manager, Social

The Project Manager is a highly organized and proactive operational leader who helps drive the successful delivery of integrated client work across cross-functional teams. Regardless of location, onsite time and periodic travel for things like client meetings, collab sessions, production work, pitches, and team gatherings is important and expected.

Project Manager (Digital Marketing/Advertising)

This role is an excellent opportunity to gain hands-on experience in systems, help build and support internal tools and learn what it's like to manage tech across a creative, fast-paced agency environment. We''re constantly working to transform our agencies and industry into spaces that are more diverse, equitable, and inclusive, and we welcome the addition of YOUR unique voice and perspective.

IT Support Intern (Part-Time)

Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard.  
How Our Culture Gives Us Our Edge
Typical companies have mission statements. We have ISMs – the 20 philosophies that give us our competitive edge for success and drive our unique culture. We introduce these philosophies to everyone on day one because they are the core principles that guide our decision-making. Our team members aren’t just empowered by opportunity, they’re given all the resources and support needed to deliver innovative solutions. 

How We Support The Community
Since inception, we’ve been dedicated to investing in the cities and organizations that Rocket Companies® calls home – extending from Detroit to Cleveland, Charlotte, Phoenix and Windsor –and this list continues to grow. We maintain a For More Than Profit VisionSM, which is a new generation of doing business that keeps people at the forefront, not numbers. We believe there is a way to do business that creates opportunity for all, and we have a passion for investing in people and communities. Since 2010, our team has volunteered 385,000 hours in Detroit and 723,000 hours nationwide. 

How We Stay Connected 
Rocket Companies® is part of a larger group of businesses all invested in and connected by Founder and Chairman Dan Gilbert. This group is known by our team members as the Rock Family of Companies – a diverse collection of companies all obsessed with finding a better way, united by a common purpose to challenge the status quo. It's our mission to find unique solutions for our clients.


  
How Our Culture Gives Us Our Edge
Typical companies have mission statements. We have ISMs – the 20 philosophies that give us our competitive edge for success and drive our unique culture. We introduce these philosophies to everyone on day one because they are the core principles that guide our decision-making. Our team members aren’t just empowered by opportunity, they’re given all the resources and support needed to deliver innovative solutions. 


How We Support The Community
Since inception, we’ve been dedicated to investing in the cities and organizations that Rocket Companies® calls home – extending from Detroit to Cleveland, Charlotte, Phoenix and Windsor –and this list continues to grow. We maintain a For More Than Profit VisionSM, which is a new generation of doing business that keeps people at the forefront, not numbers. We believe there is a way to do business that creates opportunity for all, and we have a passion for investing in people and communities. Since 2010, our team has volunteered 385,000 hours in Detroit and 723,000 hours nationwide. 


How We Stay Connected 
Rocket Companies® is part of a larger group of businesses all invested in and connected by Founder and Chairman Dan Gilbert. This group is known by our team members as the Rock Family of Companies – a diverse collection of companies all obsessed with finding a better way, united by a common purpose to challenge the status quo. It's our mission to find unique solutions for our clients.

Rocket Mortgage

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Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America Corp

Relationship Manager

Update client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations • Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax considerations, estate-planning inputs, and other planning areas. • MoneyGuidePro experience strongly preferred; NaviPlan or other comprehensive planning software experience is also valuable • CFP certification preferred; CFP coursework or a genuine willingness to pursue the CFP certification is valuable.

Jambalaya Group

Financial Planning Analyst

Paraplanner

3+ years of commercial HVAC sales or industrial sales, commercial HVAC service contractor experience, technical sales, sales engineering, or account management experience in HVAC, building systems, mechanical services, controls, or energy services. As the Commercial HVAC Solutions Sales Specialist for Modernizations or Controls, you will be responsible for pursuing large opportunities that help our customers modernize their equipment pursuing opportunities for both plan/spec and design/build or direct-to-owner projects.

Investment Advisor Jobs in Kentucky

Trust Client Services Associate Stock Yards Bank and Trust Co

J.P. Morgan Wealth Management - Market Director of Wealth JPMorgan Chase & Co

CRT Client Specialist Training Program Robert W Baird & Co Inc

Private & Professional Banking Officer Republic Bancorp Inc

Executive Loan Officer (Kentucky) Rocket Companies Inc

Senior Account Manager (Digital Marketing Advertising) LEAP

Senior Art Director Leap Group Network LLC

Go-To-Market (GTM) Engineer Leap Group Network LLC

Medical Quality Assurance Tester (Freelance) Leap Group Network LLC

Junior Government Partnerships & Task Order Specialist Leap Group Network LLC

Senior Government Partnerships & Task Order Specialist Leap Group Network LLC

Media Manager, Social Leap Group Network LLC

Project Manager (Digital Marketing/Advertising) Leap Group Network LLC

Senior Account Manager (Digital Marketing Advertising) Leap Group Network LLC

IT Support Intern (Part-Time) Leap Group Network LLC

Executive Loan Officer (Kentucky) Rocket Mortgage

Relationship Manager Bank of America Corp

Financial Planning Analyst Jambalaya Group

Paraplanner Jambalaya Group

Commercial HVAC Solutions Sales Specialist- Louisville/Cincinnati Carrier Corporation

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