Client Services Representative (January 2027 Class) jobs in United States
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American Century Investments · 1 hour ago

Client Services Representative (January 2027 Class)

American Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. They are seeking a Client Services Representative to facilitate positive interactions with clients by providing transactional and service excellence, while participating in a training program to learn complex transactions.

Financial Services
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Responsibilities

Enhancing customer satisfaction and building strong customer relationships
Adheres to the highest ethical standards and business practices and supports a culture of compliance
Support a team environment by successfully collaborating with internal clients and business partners
Constantly learns about our business, evaluates and makes improvements in how we do business
Passionate about our industry and clients
Interpret and complete complex transactions for multiple account types accurately and timely using a variety of resources
Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role
Exhibit a high aptitude for attention to detail
Understanding of basic math
Type at least 40 words per minute
Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency
Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence
Stay current on policies and procedures
Attend training sessions, team, and department meetings
Accept and act on constructive feedback in a professional manner

Qualification

Client Service ExperienceProblem-Solving SkillsMath ProficiencyTyping SpeedProfessional CommunicationMulti-taskingComputer ProficiencyAttention to DetailAdaptability

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

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

Company

American Century Investments

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American Century Investments an asset management company focused on delivering investment results.

Funding

Current Stage
Late Stage

Leadership Team

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Patricia Ribeiro
CIO
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Company data provided by crunchbase