National Account Client Service Associate

American Century Investments • Madison, NY

10d • Hybrid

About The Position

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 40% of our dividends every year—over $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.

Requirements

• 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
• 2-4 years financial industry experience
• Understanding of the financial services (distribution) industry
• Bachelor’s 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.

Nice To Haves

• Series 7 and 63 licenses

Responsibilities

• 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 team’s 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level