National Account Client Service Associate

About the role

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.

Responsibilities

• 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.
• Carefully track and manage compliance and legal mailings to intermediary client base.
• 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.
• Aid 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.
• Prepare support for Research Due Diligence meetings/calls.

  Requirements

  • 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.
  • Proficiency with Microsoft Office Programs, Copilot, and Salesforce.
  • 2-4 years financial industry experience.
  • Demonstrated knowledge of Microsoft Office Programs, Copilot, and Salesforce.
  • Demonstrated knowledge of Microsoft Office Programs, Copilot, and Salesforce.
  • 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.