Client Services Specialist

Job description

The Client Services Specialist 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 complex client requests, including account establishment for multiple registration types and financial and non-financial transactions: Major Responsibilities: Interpret and complete complex transactions for multiple account types in an accurate and timely manner using a variety of resources: Utilize problem-solving skills to perform in-depth research and make good business decisions: Provide support to other workgroups: Communicate with clients directly or through American Century Service teams to resolve issues and provide service excellence: Remain current on all policies, procedures and system enhancements by attending on-going training and team/department meetings, and by appropriately utilizing available resources: Work cohesively and proactively as a member of a Client Services team while providing support to business partners and internal clients: Represent the team/department on special projects and focus groups. May assist in the training of staff: Additional Responsibilities: Based on business need, individuals in the specialist or senior specialist role will also be accountable for providing the same level of service as described above for one of the below business areas. These individuals will acquire and maintain an understanding of unique client operational requirements and services for: Business and Retirement Services Including but not limited to corporations, partnerships, not-for-profit organizations, IRA SEP, SARSEP and SIMPLE plans, 403(b) plans and Qualified Retirement Plans (QRPs) such as 401(k), profit sharing and money purchase pension plans. These individuals will make outbound phone calls to third parties such as other financial institutions and third party administrators as well as retirement plan sponsors and plan participants, in relation to their accounts: Intermediary Including but not limited to banks and trusts, broker dealers, insurance companies, financial advisors and nominees: Brokerage Including but not limited to all retail and retirement account types offered on the Brokerage platform. These individuals will develop and maintain a positive working relationship with our brokerage clearing firm: Financial Operations - Including but not limited to exception processing related to ACH, wire and Direct Deposits, check writing, purchase and redemption transactions. These individuals complete daily check writing balancing for all money market funds and are responsible for submitting manual check and manual wire requests: Required Experience: Associates degree or some college preferred (or any equivalent combination of education and work experience): Excellent written and verbal communication skills: Experience using multiple computer applications simultaneously: Client interaction experience preferred: Typing 40 WPM required: Ability to pass a Windows-based assessment: Ability to multi-task between processing complicated transactions and accepting interruptions from business partners throughout the day: Work Conditions: Full-time, non-exempt: Shifts Sunday through Thursday, 7:30am 4pm (Monday through Friday 8:30am 5:00pm during training): Overtime Required during peak seasons and on a periodic basis as volumes dictate: Additional Requirements: To ensure a safe and welcoming work environment for all employees, clients, and visitors, A merican Century Investments currently requires all U.S. based new hires to have submitted proof of having received the final dose of an approved COVID-19 vaccine prior to the position start date unless they have obtained a reasonable accommodation.. 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. .