Institutional Client Implementation Specialist

Requisition Number: 71826

Position Title:

External Description:

Team Summary:

The Client Implementation Management is a client-facing division that oversees and executes on the operational components of the onboarding journey for Institutional clients investing in Separate and Sub-Advised accounts. This team partners with various internal business stakeholders to provide an exceptional client experience throughout the onboarding journey or material client change events.  

Role Summary:

This role contributes to the Client Implementation Management team by supporting various client activities including but not limited to; custodian changes, terminations, and in-kind activities. This role is client-facing and is accountable to overseeing internal and external department deliverables by executing on project management skills. 

About This Job:

Provides quality operational support to clients on a daily basis, which includes identifying and resolving issues related to client operations, in accordance with the regulatory requirements and consumer laws, referring more complex problems to managers or other experts.

Job Summary:

• 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.

Responsibilities

• Supports a variety of straightforward client relationships, including onboarding, monitoring requests, and resolving issues as they arise. Escalates complex issues and requests to more senior staff as needed.
• Gathers data to inform operating or servicing agreements. Performs analyses on operational issues raised by clients and their service providers. Identifies a variety of nonstandard operational needs and escalates accordingly.
• Builds and maintains effective working relationships with internal and external customers. Works with clients to resolve a wide variety of basic issues. Supports the communication of information to internal parties following established processes.
• Participates in initiatives and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements.

Typical Qualifications:

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

Preferred Qualifications

• Proven operational work experiences within the financial services industry.

• Excellent analytical skills and attention to detail, accuracy, and deadlines
• Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization.
• Proven ability to work in a team environment with a strong sense of urgency.
• Highly motivated with demonstrated initiative and the ability to work independently.

FINRA Requirements:

FINRA licenses are not required and will not be supported for this role.

Work Flexibility:

This role is eligible for remote work up to two days a week.

Regional Requirements:

Base salary range:

$60,500 - $104,000 USD

For the location of:

Colorado

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until 8/22/2024.

City:

State:

Community / Marketing Title: Institutional Client Implementation Specialist

Company Profile:

Location_formattedLocationLong: Baltimore, Maryland US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.