KATHLEEN REIMER
American Century Investments
Parkville,MO
1
Certification
33
years of professional experience
Client-focused Registered Client Service Associate offering 34 years of experience managing key accounts to deliver superior service. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations.
Work History
Client Services Specialist Sr
5 Years 2 Months- Perform research to identify, analyze and solve problems.
- Stay proficient on a variety of computer technology and software systems.
- Provide clients complete, accurate and efficient quality service.
COS- Flex Team Specialist Sr
6 Years 4 Months- Stay efficient while supporting Learning Quest 529, Contact Center & processing.
- Provide guidance in selecting the solutions to meet client's needs.
- Proactively pursue opportunities to retain existing assets and acquire new clients.
Business Retirement Specialist- Sr
21 Years- Deliver service excellence with every transaction by applying business account, retirement plan/accounts and retail account policies & procedures.
- Maintain working knowledge of qualified and non-qualified retirement plans and business account types associated with BRS business area.
Education
Bachelor of Science - Personal Finance
Skills
Inbound and Outbound Calling
Service standard compliance
Good telephone etiquette
Multitasking abilities
Excellent work ethic
Customer Service
Certification
Series 6
Series 63
Timeline
Client Services Specialist Sr
American Century Investments
01.2021 - 03.2026Read More
COS- Flex Team Specialist Sr
American Century Investments
08.2014 - 12.2020Read More
Business Retirement Specialist- Sr
American Century Investments
08.1993 - 08.2014Read More
University of Missouri - Columbia
Bachelor of Science from Personal Finance
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