Full-Time Senior Client Account Manager
T. Rowe Price is hiring a remote Full-Time Senior Client Account Manager. The career level for this job opening is Senior Manager and is accepting USA based applicants remotely. Read complete job description before applying.
T. Rowe Price
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*This is a remote based eligible role with up to 10% travel.
ROLE SUMMARY
Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs .
WHAT TO EXPECT IN THIS ROLE
- Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator's (TPA) to assist in managing their inquiries and activities on the Retirement Plan
- Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
- Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns
- Will organize, facilitate, and present in meetings with clients (in-person or virtual)
- Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners
- Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
RESPONSIBILITIES
- Requires working and conceptual knowledge in their own job discipline
- Performs a range of assignments related to a job discipline
- Accountable for their own work and effective coordination of process and information with others
- Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments
- Maintains communication with assigned clients to meet or exceed their operational and administrative needs
- Regularly consults with assigned clients to maintain a positive relationship and proactively uncovers ways to improve the daily operations of the plan
- May support development of a service strategy, depending upon the client complexity and retention risk
- Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
- May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
- Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience.
- Helps develop and implement process improvements
- Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
- Escalates highly complex issues to management or senior staff
- Works with internal business partners and clients on adoption of new products, platforms, and services
- Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption
- Travels and presents at client sales and rebid meetings
- Works with internal partners on best practices and service value to position to win
QUALIFICATIONS
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 5+ years of total relevant work experience
Preferred:
- Client facing experience
- Retirement Plan/ 401(k) knowledge
- Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits
- TRAC or OMNI Recordkeeping system knowledge a plus
- Effective presentation skills
- Strong written and verbal communication
- Research and problem-solving skills
- Project Management knowledge a plus
WORK FLEXIBLITY
This role is eligible for a remote work arrangement.
FINRA REQUIREMENTS
FINRA licenses are not required and will not be supported for this role.
WORK FLEXIBILITY
This role is eligible for full time remote work.