Client Relationship Associate

1 day ago

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

American Century Investments is a leading global asset manager dedicated to delivering exceptional investment results and fostering long-term client relationships. With a rich history dating back to 1958, our team of 1,400 employees serves financial professionals, institutions, corporations, and individual investors, offering a diverse range of investment strategies across various disciplines.

Job Summary

We are seeking a highly skilled Client Relationship Associate to join our team. In this role, you will collaborate closely with our Financial Consultants to provide exceptional client service, build and maintain strong relationships, and drive business growth.

Key Responsibilities
  • Support Financial Consultants in client servicing and meeting preparation, ensuring seamless execution of solutions.
  • Assist in preparing pre-appointment and post-appointment financial planning, leveraging industry trends and competitive data to inform client discussions.
  • Monitor client happiness and develop strategies to maintain or improve satisfaction levels.
  • Initiate needs-based discussions with clients, providing dedicated financial planning consultations and uncovering opportunities to gather additional assets.
  • Develop a deep understanding of client goals and objectives, ensuring tailored solutions that meet their needs.
  • Stay informed of critical operational issues impacting clients and drive successful execution of solutions.
  • Seek referral opportunities and place client orders accurately and timely.
  • Utilize internal resources and systems to collect client data, advancing future sales opportunities.
  • Perform research to identify, analyze, and solve problems, investigating and remediating 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.
  • Proven ability to maintain relationships with high net worth clients.
  • Excellent communication, presentation, and consultative selling skills (phone and face-to-face).
  • Adaptable to evolving client needs, systems, and internal business models.
  • Ability to compare, contrast, and communicate American Century product offerings with competitor products.
  • Strong multi-tasking and interpersonal skills.
  • Bachelor's degree in a 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 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, adhering to this schedule to fulfill 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, striving 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.

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