Client Services Manager

1 week ago

Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit

As the Client Services Manager - Estate you will lead a team dedicated to executing a client-focused strategy by providing guidance and solutions with a goal of retaining assets and providing transactional and service excellence. Your passion and competitive drive will help move our business forward and achieve department goals and objectives.

This role will work closely with business partners to ensure that alignment with business objectives are met. Additionally, the Estate Manager is responsible for continuously exploring ways to improve quality, productivity, and overall client satisfaction across multiple delivery channels. This role requires the ability to work in a fast-paced environment while effectively managing priorities.

We invite you to explore the opportunities of this role if you:

  • Effectively assess and resolve escalated issues, helping to build loyalty with clients, beneficiaries/heirs, or Estate Executors: voice clients' needs.
  • Are forward thinking and can recognize business opportunities.
  • Enjoy collaborating with business partners.
  • Embrace curiosity and innovation.
  • Can design/execute on a strategy.
  • Have a history of leveraging/utilizing data to drive your business
  • Have technical skills to build efficiencies and forward-thinking processes.
  • Demonstrate strong analytical reasoning and critical thinking skills.
Key Responsibilities:
  • Plan, manage and execute team activities while communicating and reinforcing our corporate vision, company initiatives, department goals and objectives. This should also include information that impacts team members such as schedule changes, learning opportunities, etc. Ensure consistency in communication throughout the team.
  • Coach and develop team members on skills, professional development, and performance management; provide periodic development feedback. Effectively address and document performance issues and address human relations issues in a timely manner.
  • Partner with key business areas to ensure operations and functions are executed accurately, efficiently, and effectively. This includes providing input and guidance on policies and procedures.
  • Stay informed and knowledgeable of emerging industry, regulatory and technology innovation, and changes.
  • Effectively manage the budget and other resources. Plan and organize work and projects effectively.
Requirements:
  • Model the American Century Investments Winning Behaviors - Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitive Drive
  • Interface with, and gain the respect of, stakeholders at all levels and roles within the company. Confident, energetic self-starter, with strong interpersonal skills. Highly creative and collaborative.
  • Demonstrate good judgment, a sense of urgency and a commitment to high standards of ethics, regulatory compliance, customer service and business integrity.
  • Flexible and adapts easily to a continuously changing environment. Helps manage others through change.
Education & Experience:
  • Bachelor's degree in a related field or any equivalent combination of education and work experience.
  • Experience in leading and managing a team or demonstrated leadership experience.
  • Financial services industry experience preferred.
  • Communicates effectively across all levels of the organization.
  • Specific knowledge or experience pertaining to the estate transfer business.
  • Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

2019 American Century Proprietary Holdings, Inc. All rights reserved.

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