Client Services Representative

4 weeks ago

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

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 americancentury.com.

The Client Services Representative is accountable for facilitating positive interaction with American Century's internal and external clients by providing transactional and service excellence. This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions. In this role, you'll spend up to 12 weeks in training learning more complex transactions. Your performance results will be measured and evaluated throughout the life of the role.

Job Requirements

  • Models the American Century Investments Winning Behaviors- Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitive Drive
  • Interpret and complete complex transactions for multiple account types in an accurate and timely manner using a variety of resources
  • Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance benchmarks, beginning with training and through the life of the role
  • Demonstrate self-sufficiency by utilizing problem-solving and research skills, and online resources
  • Communicate professionally with clients by phone or in writing
  • Remain current on policies and procedures
  • Attend training, team, and department meetings
  • Support a team environment by successfully collaborating with internal clients and business partners
  • Accept constructive feedback in a professional manner
  • Ability to adapt to change


Required Education and Experience
  • Associates degree or some college preferred (or any equivalent combination of education and work experience)
  • Previous client service experience
  • Proven ability to multi-task and research answers to problems
  • Proficiency using multiple computer applications/programs simultaneously


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.

#LI-Hybrid

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

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