National Account Client Service Associate
National Account Client Service Associate
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Salary Not Disclosed
1 Vacancy
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 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 life-threatening 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 responsibility of the National Account Client Service Associate is to partner with National Account and Platform Development Teams to perform critical support to business operational and servicing of key intermediary home office clients and prospects. The ability to develop relationships and follow processes with business partners across Investment Management Portfolio Construction Legal and Compliance Client Operations Global Product Management / RFP Business Reporting Sales and others is paramount along with an understanding of the business and our clients.
This is a hybrid role will be based in Kansas City or New York and will report to the Senior Analyst Relations Manager in the National Accounts / Platform Development organization.
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
Support National Account Sales Relationship Management Platform Development teams and other internal business partners by assisting in the implementation of various projects and task forces related to client service and business development service needs performing operational responsibilities and providing support and service to key Intermediary Home Office clients and prospects.
Support the implementation of new product launches or product changes for intermediary home offices working with the National Accounts team including coordination of client communications and the addition of new funds and funds changes for large clearing firms that impact multiple business lines
Provide support information for due diligence reviews and intermediary oversight of intermediary home office clients in conjunction with Legal and Compliance as well as Client Operations.
Assist in the completion and tracking of DDQ Operational Due Diligence and other client questionnaires to the appropriate database or business partners for completion; track deadlines to ensure timely delivery and review for completeness and accuracy
Coordinate and implement compliance and legal mailings to intermediary client base
Track ACI product availability on client platforms via the appropriate tool (P&PA); update What We Offer documents for key client relationships
Submit Red Oak compliance reviews of content including presentations and What We Offer documents as required by the marketing compliance policy. Work with compliance and sales to implement changes as necessary.
Provide additional support for ad hoc client service needs and requests e.g. presentation creation support miscellaneous client service requests etc.
Track and maintain a repository of standard client content requests including commentary and data; coordinate with appropriate business partners to complete and deliver client requests including automation where possible
Assist in the coordination and preparation for client conferences and events in partnership with the Global Administration Team
Support teams efforts to win and maintain placements within the model portfolios and recommended lists controlled by the home office professional buyers of our largest Intermediary distribution partners
Provide preparation support for Research Due Diligence meetings/calls
What You Bring to the Team (Required)
Demonstrated analytical interpersonal relationship management and written and verbal skills
Strong organizational and time management skills
Actively build relationships with business partners
Excellent time management including running multiple priorities in parallel against stated/required deadlines
Attention to detail and strong process skills
Understanding of investment terminology philosophy and disciplines
Adheres to the highest ethical standards and business practices and supports a culture of compliance
Proficiency with investment-oriented databases and analytical software such as Bloomberg FactSet Barra Morningstar Lipper Zephyr etc.
Demonstrated knowledge of Microsoft Office Programs Copilot and Salesforce
2 years financial industry experience
Understanding of the financial services (distribution) industry
Bachelors degree in related field or equivalent combination of education and work experience
Demonstrates the American Century Investments Winning Behaviors: Client Focused Courageous and Accountable Collaborative Curious and Adaptable Competitively Driven
Additional Assets (Preferred)
Series 7 and 63 licenses
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.
For New York and based candidates the salary for this role is $60000.00. Actual offers are based on various factors including but not limited to a candidates location skills experience and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
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.
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American Century Proprietary Holdings Inc. All rights reserved.
Required Experience:
IC
Employment Type
Full-Time
