Estate Specialist - American Century

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American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing

institutional-quality,

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit americancentury.com.

The

Estate Investment Specialist

These individuals handle account registrations from all business areas, such as Brokerage, BRS, Intermediary and Retail to ensure a consistent experience across various client touch points. Key accountabilities include maintaining the highest level of customer satisfaction, asset retention and expanding client relationships/share of wallet.

The primary responsibilities of the

Estate Investment Specialist

Provide clients a single point of contact for each case from start to finish
Communicate in-depth knowledge of policy and procedure requirements that can vary by state
Maintain a thorough knowledge of American Century Investments' products and services
Be available for client consultations with key business partners
Effectively manage a large volume of estate cases
Outbound calling to clients at the beginning, middle and end of the estate process
Deliver a broad range of complicated information in a clear, concise and understandable manner
Utilize tools such as SalesForce, to document the needs of the client, status of the case and clues for expanding the relationship further
Prioritize workflow/work volumes to handle assigned notifier and queue work responsibilities
Research, analyze and review documents to find the best solution for the client
Work closely with our Legal department to ensure documents received are acceptable
Communicate with clients via phone, mail and email
Identify opportunities to gather new and additional client assets by engaging in client-centered discussions
Work with business partners to explore additional products and services we can offer once the transfer process is complete
Communicate IRS rule changes and communicate those guidelines as applicable to different deceased situations.
Adhere and leverage compliance and risk procedures while maintaining the client's best interest
Position appropriate solutions based on needs of the client's financial situation
Leverage data and insights to create effective outreach efforts
Achieve focused business goals as defined by the needs of the business at both a team and individual level
Apply escheatment rules as applicable to the Estate Transfer process.

Required Skills

Excellent communication skills, both verbal and written
Ability to manage relationships with clients including building trust and rapport
Ability to have educational based conversations to help clients make informed decisions with respect to their goals
Utilizes effective time
management/prioritization
Adaptable to the evolving needs of clients, systems, IRS rule changes and internal business model
Collaborates and innovates open to new ideas
Working knowledge of Microsoft Outlook, Sales Force CRM software, Excel, AdobeSign, NetX360, TRAC and TA2000.

Required Experience/Education

SIE, Series 6 and 63 or willingness to achieve
Exhibits the American Century Investments Winning Behaviors Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

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.

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.

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.