Client Relationship Associate
1 week ago
American Century Investments is a leading global asset manager dedicated to delivering investment results and building long-term client relationships. With a focus on research that can improve human health and save lives, the firm has been a pioneer in the industry since 1958.
Job SummaryWe are seeking a Client Relationship Associate to collaborate with our team of Financial Consultants. In this role, you will assume primary client relationship management responsibilities for a collective book of clients, building and maintaining existing client relationships to support our clients' growth and profitability.
Key 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 developing a deeper understanding of client goals.
- Ensure clients' 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.
- 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.
- 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 clients, 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 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 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.
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.
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