National Account Client Service Associate

Role Summary

The primary responsibility of the National Account Client Service Associate is to partner with National Account and Platform Development Teams to perform critical support to business, operational and servicing of key intermediary home office clients and prospects. The ability to develop relationships and follow processes with business partners across Investment Management, Portfolio Construction, Legal and Compliance, Client Operations, Global Product Management / RFP, Business Reporting, Sales and others is paramount, along with an understanding of the business and our clients.

This role reports to Senior Analyst Relations Manager.

This hybrid position will be based out of our New York City, NY office.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

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

What You Bring to the Team (Required)

• 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.

Additional Assets (Preferred)

• Series 7 and 63 licenses

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• 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

Learn more about our benefits and perks.

For New York and California based candidates, the salary range for this role is $65,000.00 -$70,000.00. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to View email address on talent.com. All requests for accommodation will be addressed as confidentially as practicable.

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.