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American Century Investments

Manages mutual funds and ETFs

Investment Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeKansas City, MO, USA

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and work experience is required.
  • Strong communication and task organization skills are required.
  • Sophisticated computer skills and the ability to type at least 30 words per minute are required.
  • The ability to demonstrate resiliency, flexibility, and relationship management is required.
  • Employees must successfully attain required securities licenses and be eligible for registration in all states applicable to their job responsibilities.
  • Employees are required to work in the office at a scheduled frequency and adhere to that schedule.

Responsibilities

  • Cultivate and nurture client relationships and build brand dedication by providing efficient, effective, and friendly client service.
  • Develop understanding of American Century Investments funds, products, policies, procedures, and financial industry knowledge, and communicate that information to clients.
  • Develop foundational understanding of IRS regulations and recognize tax implications to provide value to clients.
  • Offer personalized, relevant investment solutions to create value for clients.
  • Communicate relevant opportunities to clients that may benefit their financial situation and the firm by acquiring additional assets and new clients.
  • Complete continuing education and up-training to handle additional call types within different business units from an overflow perspective.
  • Handle a fluctuating daily volume of inbound calls from retail investors, including transactions, account management, and troubleshooting client inquiries.

About the Company

American Century Investments

Manages mutual funds and ETFs

American Century Investments is a global asset manager that provides investment strategies and solutions to institutional and individual investors. It offers mutual funds and exchange-traded funds (ETFs) across multiple asset classes and follows a client-centric approach focused on delivering long-term performance through a research-driven, disciplined investment process. A distinctive feature is that a large share of its profits is donated to medical research via its controlling owner, the Stowers Institute for Medical Research, aligning financial success with advances in medical science. The company aims to achieve superior long-term results for clients while supporting medical research through its profit structure.

Company size
Not listed
Company stage
Not listed
Total funding
$152.6M
Headquarters
Kansas City, MO
Founded
1958

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