Our Firm
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 Home Office Service (HOS) Team provides the opportunity to work hand in hand with the intermediary community and provide top level customer service. We are looking for an associate that has an innovative, collaborative and client-focused demeanor. The environment we work in is ever changing so we need an individual who can come in and meet those challenges.
Responsibilities
- Primary contact for all service and operations related inquiries for his/her assigned client base and other unassigned clients
- Support internal and external client use of vendor products and services (NSCC, SS&C, etc.)
- Manage inbound and outbound phone and e-mail interactions for assigned and un-assigned home office client contacts
- Serve as point of contact/liaison for
- questions/clarification
- Processing client transactions and maintenance received via phone and workflow queue
- Work monitoring and oversight reports to ensure client's adherence to policy and procedure
- Facilitate client trade reconciliations and provide timely and accurate transaction estimates to portfolio management
- Execute timely and accurate transfer agency system setup and maintenance
- Build and maintain knowledge of the industry, our products, and our client base
- Turn feedback into solutions for more effective and efficient client interactions
- Provide support to internal/external business partners, including daily support to the Advisor & Client Service Team as well as project support as needed
Requirements
- Be client focused and communicate proactively, clearly, and professionally
- Be analytical, detail oriented and thrive at problem solving
- Show initiative, be curious and adaptable with a changing environment
- Be comfortable working in multiple software programs and switching between tasks frequently
- Work collaboratively and proactively as a member of the team
- Be courageous and accountable in your thinking and decision making
- Have the competitive drive to help our clients and the company win with integrity
- Bachelor's degree in a related field (or equivalent combination of education and work experience)
- Series 6 required within 3 months
- Knowledge of the intermediary business and client types (preferred)
- Familiarity with Transfer Agency systems, Salesforce and working ability in Microsoft tools (preferred)
- 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.
Working Conditions
- In office is required Thursdays and two other days of your choosing
- Normal office environment
- Scheduled breaks and lunches
- Shift 730-430 Monday through Friday
- Some overtime is required
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.
As a global firm with offices in several cities, we will uphold any local regulations regarding COVID-19 precautions and/or vaccination requirements for the workplace.
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.
2019 American Century Proprietary Holdings, Inc. All rights reserved.