Client Relationship Associate

American Century Investments; Kansas City (MO); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player seeks a Client Relationship Associate to enhance client satisfaction and support Financial Consultants. This role emphasizes relationship management and proactive financial planning, ensuring clients are well-informed about investment products. Join a collaborative team dedicated to making a positive impact on clients' financial journeys. With a focus on personal growth and professional development, this position offers a unique opportunity to thrive in a dynamic environment. If you have a passion for finance and a commitment to client success, this role is for you.

Benefits

Competitive Compensation Package

Generous PTO

401k with Company Match

Tuition Reimbursement

Formal Mentorship Program

Live and Online Learning

Qualifications

• Experience in financial sales and client relationship management is crucial.
• Bachelor's degree or equivalent experience required.

Responsibilities

• Support Financial Consultants with client servicing and meeting prep.
• Monitor client satisfaction trends and develop response plans.
• Initiate discussions for proactive financial planning consultations.

Skills

Financial Sales Experience

Client Relationship Management

Communication Skills

Organizational Skills

Problem Solving

Proactive Approach

Education

Bachelor's Degree in Related Field

Series 7 License

Series 65 License

Job description

About Us

American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

Role Summary

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, developing and maintaining existing client relationships with the goal of supporting our client’s growth and profitability.

This onsite position will be based out of our Kansas City, MO office.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

• 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 satisfaction within your assigned book of business, including competitive, industry, and marketplace data.
• Develop a response plan to maintain or improve client satisfaction.
• Initiate needs-based discussions and meet with clients to provide proactive financial planning consultations while uncovering opportunities to gather additional assets.
• Uncover client needs and opportunities by proactively 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 and escalations that impact the client.
• Actively seek referral opportunities.
• Place client orders on various types of investment trades accurately and timely.
• Utilize internal resources and systems to capture client data to advance future sales opportunities.
• Perform research to identify, analyze, and solve problems; investigate and remedy reported account issues.

What You Bring to the Team (Required)

• Previous industry knowledge and financial sales and service experience.
• Bachelor’s degree in related field or equivalent combination of education and work experience.
• Series 7 licensed.
• Series 65 licensed or successful completion within 90 days.
• Proactive, resourceful, and client focused approach.
• Proven track record to successfully manage 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 our products with competitor products.
• Strong multi-tasking and organizational skills.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

• Financial Planning experience, preferred.
• Advanced certifications, e.g., CFP, preferred.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [e-mail]. All requests for accommodation will be addressed as confidentially as practicable.

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.

American Century Proprietary Holdings, Inc. All rights reserved.