Client Services Representative

Posted 3 Days Ago
Be an Early Applicant
Kansas City, MO
In-Office
22-22 Hourly
Junior
Financial Services
The Role
The Client Services Representative provides excellent service to clients, manages transactions, and fosters strong relationships through effective communication and problem-solving.
Summary Generated by Built In

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

We are seeking a diverse group of professionals to join our team in our Client Service Representative training program.

Are you a client-focused individual looking for challenging work in a team setting? Collaborate with other like-minded individuals by joining our team. Your desire and competitive drive will help move our business forward!

The Client Services Representative is accountable for facilitating positive interaction with American Century’s internal and external clients by providing transactional and service excellence. This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions. In this role, you’ll spend up to 12 weeks in training learning more complex transactions. Your performance results will be measured and evaluated throughout the life of the role. 

This is a non-exempt position, hourly rate is $21.63.

This position will be based out of our Kansas City, Missouri 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

  • Models the American Century Investments Winning Behaviors: 
    • Client Focused: Enhancing customer satisfaction and building strong customer relationships.
    • Courageous & Accountable: Adheres to the highest ethical standards and business practices and supports a culture of compliance.
    • Collaborative: Support a team environment by successfully collaborating with internal clients and business partners.
    • Curious and Adaptable: Constantly learns about our business, evaluates and makes improvements in how we do business.
    • Competitive Drive: Passionate about our industry and clients.
  • Transaction Management: Interpret and complete complex transactions for multiple account types accurately and timely using a variety of resources.
  • Performance Excellence: Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role.
    • Attention to Detail: Exhibit a high aptitude for attention to detail.
    • Math Proficiency: Understanding of basic math.
    • Typing Speed: Type at least 40 words per minute.
  • Self-Sufficiency: Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency.
  • Professional Communication: Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence.
  • Policy Adherence: Stay current on policies and procedures.
  • Active Participation: Attend training sessions, team, and department meetings.
  • Constructive Feedback: Accept and act on constructive feedback in a professional manner.

What You Bring To The Team (Required)  

  • Associates degree or some college preferred (or any equivalent combination of education and work experience). 
  • Previous client service experience .
  • Proven ability to multi-task and research answers to problems. 
  • Proficiency using multiple computer applications/programs simultaneously.
  •  Ability to successfully complete pre-employment testing.

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.  Upon successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of 3 days in-office and 2 days from home (subject to change based on business needs).
  • Overtime: Employees may be required to work overtime. This includes after normal shift end times as necessary to meet business demands.
  • Communication: Employees should maintain open and effective communication with their manager and/or team lead regarding their availability and any potential scheduling conflicts.

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 [email protected]. 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.

#LI-Hybrid

American Century Proprietary Holdings, Inc. All rights reserved.

Top Skills

Multiple Computer Applications
Programs
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The Company
HQ: Kansas City, MO
1,787 Employees
Year Founded: 1958

What We Do

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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