Client Relationship Associate

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 multiasset strategies ETFs and private investments.

Privately controlled and independent we focus solely on investment management. But theres an unexpected side to us too. We direct over 40% of our profits every yearmore than $2 billion since 2000to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institutes breakthrough work and mission of defeating lifethreatening diseases like cancer and Alzheimers. So the better we do for our clients the more we can do for everyone.

All 1400 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 youre excited to learn more about us we cant 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 youll assume primary client relationship management responsibilities for a collective book of clients developing and maintaining existing client relationships with the goal of supporting our clients 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 backup coverage for Financial Consultants including client servicing and meeting preparation.
• Assist in preparation with the Financial Consultant in preappointment and postappointment 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 needsbased 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 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 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.
• Bachelors 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 facetoface).
• Adaptable to evolving needs of client systems and internal business model.
• Exhibits ability to compare contrast and communicate our products with competitor products.
• Strong multitasking 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 performancebased 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 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.