Client Relationship Associate

1 week 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 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 Summary

We 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.
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 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.
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.

  • Client Relationship Associate

    2 weeks ago

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

    About American Century InvestmentsAmerican 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,...

  • Client Relationship Associate

    1 month ago

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

    About American Century Investment Services, Inc.As a leading global asset manager, American Century Investment Services, Inc. is dedicated to delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Our company is committed to providing institutional-quality, actively...

  • Senior Client Relationship Manager

    3 weeks ago

    Kansas City, Missouri, United States Broadridge Full time

    About the RoleWe are seeking a highly skilled Sr. Client Relationship Manager to join our team in Kansas City. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our high-complexity clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with...

  • Client Relationship Manager

    3 weeks ago

    Kansas City, Missouri, United States Spotlight Analyst Relations Full time

    Job OverviewAt Spotlight Analyst Relations, we're seeking a highly skilled Client Partner to drive the success of our analyst relations program. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our clients, facilitating communication strategies, and ensuring the successful execution of our AR...

  • Client Relationship Consultant

    3 weeks ago

    Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional client experiences. As a Client Relationship Consultant, you'll play a key role in building and fostering relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Associate Relationship Manager

    3 weeks ago

    Kansas City, Missouri, United States Fifth Third Full time

    Job Title: Associate Relationship ManagerAbout the Role:We are seeking a highly motivated and detail-oriented Associate Relationship Manager to join our team at Fifth Third Bank. As an Associate Relationship Manager, you will play a key role in partnering with Relationship Managers to identify and develop client solutions, perform analytical tasks, and...

  • Associate Relationship Manager

    4 weeks ago

    Kansas City, Missouri, United States Fifth Third Full time

    Job Title: Associate Relationship ManagerAbout the Role:We are seeking a highly motivated and detail-oriented Associate Relationship Manager to join our team at Fifth Third Bank. As an Associate Relationship Manager, you will play a key role in partnering with Relationship Managers to identify and develop client solutions, perform analytical tasks, and...

  • Client Relationship Consultant

    3 weeks ago

    Kansas City, Missouri, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a key role in achieving this goal by engaging with customers through multiple channels, including in-person, by appointment, and virtually. Your primary focus will be...

  • Associate Relationship Manager

    19 hours ago

    Kansas City, Missouri, United States Fifth Third Full time

    Job Title: Associate Relationship ManagerWe are seeking a highly motivated and detail-oriented Associate Relationship Manager to join our team at Fifth Third Bank. As a key member of our commercial banking team, you will be responsible for partnering with Relationship Managers to identify and develop client solutions, conducting industry research, and...

  • Client Relationship Specialist

    1 week ago

    Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...

  • Client Relationship Specialist

    3 weeks ago

    Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...

  • Senior Client Relationship Manager

    4 weeks ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Relations Specialist to join our team at SS&C Technologies. As a key member of our client-facing team, you will be responsible for establishing and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesDevelop and execute...

  • Senior Client Relationship Manager

    3 weeks ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    About the RoleWe are seeking a highly motivated and experienced Client Relations Specialist to join our team at SS&C Technologies. As a key member of our organization, you will be responsible for establishing and leading collaborative relationships between our customers and our team.Key ResponsibilitiesCommunicate with customers via conference calls, written...

  • Private Client Advisor Associate

    1 day ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our clients achieve financial safety and success. Our culture is built on the idea that our people are our greatest asset, and we're dedicated to creating an environment where our employees can grow and thrive.Job SummaryThe Private Client Advisor Associate will play a key role in supporting our...

  • Tax Senior Associate | Private Client

    17 hours ago

    Kansas City, Missouri, United States Forvis Mazars, LLP Full time

    Private Client Tax Senior AssociateForvis Mazars, LLP is seeking a highly skilled Private Client Tax Senior Associate to join our team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key Responsibilities:Provide tax compliance and...

  • Tax Senior Associate

    4 weeks ago

    Kansas City, Missouri, United States Forvis Mazars, LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key ResponsibilitiesProvide tax compliance and advisory services to...

  • Tax Senior Associate

    4 weeks ago

    Kansas City, Missouri, United States FORVIS Full time

    Private Client Tax Senior AssociateAs a trusted advisor to high net worth individuals and families, you will provide sophisticated tax compliance, consulting, and planning services to help clients achieve their financial goals.Key Responsibilities:Provide tax advisory services to individuals, partnerships, trusts, estates, and private foundationsDevelop and...

  • Client Relations Associate

    1 week ago

    Kansas City, Missouri, United States TM Limited Full time

    Unlock Your Potential as a Client Relations TraineeAt TM Limited, we're dedicated to delivering exceptional business consulting services to the Kansas City area. Our personalized approach helps clients increase brand visibility, acquire new customers, and drive sales conversions.Key Responsibilities:Build Strong Relationships: Develop and maintain...

  • Relationship Manager Associate

    3 weeks ago

    Jefferson City, Missouri, United States FirstBank Full time

    Relationship Manager AssociateWe are seeking a highly skilled Relationship Manager Associate to provide exceptional customer service to our clients while supporting the Relationship Manager team.Key ResponsibilitiesSupport the Relationship Manager team in delivering exceptional customer service to Commercial Real Estate and Retail Banking clients.Prepare and...

  • Client Development Associate

    1 day ago

    Kansas City, Missouri, United States Diedre Moire Corp. Full time

    Client Development Specialist - Entry Level Trainee ProgramAbout the Role:We are seeking a talented Client Development Specialist to join our team at Diedre Moire Corp. in Jackson Township, NJ. As a Client Development Specialist, you will play a key role in driving business growth and development.Key Responsibilities:Develop and execute business development...