Client Relationship Associate

2 months ago

Kansas City, 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 americancentury.com.

The primary responsibilities of the Client Relationship Associate will be to collaborate and lend support to a team of Financial Consultants. In this role, you'll assume primary client relationship management responsibilities for a collective book of clients, building and maintaining existing client relationships with the goal of supporting our client's growth and profitability.

Responsibilities:

  • Provide support and back-up coverage for Financial Consultants, including client servicing and meeting preparation.
  • Assist in preparation, with the Financial Consultant, in pre-appointment and post-appointment financial planning
  • Monitor trends impacting client happiness within your assigned book of business, including competitive, industry, and marketplace data.
  • Develop a response plan to maintain or improve client happiness.
  • Initiate needs-based discussions and meet with clients to provide dedicated financial planning consultations while uncovering opportunities to gather additional assets.
  • Uncover client needs and opportunities by dedicatedly developing a deeper understanding of client goals.
  • Ensure client's understanding and knowledge of American Century products, policies and procedures.
  • Drive successful execution of solutions and keep projects and initiatives on track.
  • Stay informed of critical operational issues that impact the client.
  • Activity seek referral opportunities.
  • Place client orders on various types of investment trades accurately and timely.
  • Utilize internal resources and systems to collect client data to advance future sales opportunities.
  • Perform research to identify, analyze and solve problems; investigate and remedy reported account issues.
Requirements:
  • At least 3+ years of industry knowledge and financial sales and service experience, with Financial Planning experience preferred.
  • Dedicated, inventive and client focused approach.
  • Shown ability to successfully maintain relationships with high net worth clients.
  • Excellent communication, presentation and consultative selling skills (phone and face-to-face).
  • Adaptable to evolving needs of client, systems and internal business model.
  • Exhibits ability to compare, contrast, and communicate American Century product offerings with competitor products.
  • Strong multi-tasking and interpersonal skills.
  • Bachelor's degree in related field or equivalent work experience required.
  • Series 7 license required, with Series 65 license preferred or successful completion within 90 days.
  • Advanced certifications, e.g., CFP, preferred.
  • 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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