Client Relationship Associate
| Company | American Century Investments |
|---|---|
| Location | Kansas City, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
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 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.
Preferred Qualifications
- Financial Planning experience, preferred.
- Advanced certifications, e.g., CFP, preferred.