What are the responsibilities and job description for the Client Services Representative (Part-Time) position at CM003 American Century Services, LLC?
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, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
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.
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 5 weeks in training learning more complex transactions. Your performance results will be measured and evaluated throughout the life of the role.
Job Requirements:
- 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.
Required Education and Experience:
- 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.
Work Conditions
- Part Time Non Exempt – Continuous year-round employment opportunity.
- On-site training for the first 5 weeks (Monday-Friday).
- Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule with the expectation of being in the office 1 day a month (subject to change based on business needs).
- Shift – 16-24 hours (Sunday, Monday and one other day during the week).
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.
- Communication: Employees should maintain open and effective communication with their manager and/or team lead regarding their availability and any potential scheduling conflicts.
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.
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