Senior Client Account Manager

T. Rowe Price • Owings Mills, MD

2d • $90,000 - $148,000 • 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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. 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.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ 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

• 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
• 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
• Travels and presents at client sales and rebid meetings

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
• Number of Employees: 1,001-5,000 employees