Client Account Manager

T. Rowe Price • Owings Mills, MD

1d • $72,000 - $118,000 • Remote

About The Position

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary Maintains communication with assigned clients, which are typically small to medium-sized, to meet or exceed their operational and administrative needs.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience

Nice To Haves

• 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

Responsibilities

• Regularly consults with assigned clients to maintain a positive relationship.
• May support development of a service strategy, depending upon the client complexity and retention risk.
• Proactively uncovers ways to improve the daily operations of the plan
• 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.
• Periodically travels and presents at client sales and rebid meetings.
• Works with internal partners on best practices and service value to position to win.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level