Client Account Manager

Requisition Number: 80750

Position Title:

External Description:

Role Summary

Maintains communication with assigned clients, which are typically small to medium-sized, to meet or exceed their operational and administrative needs.

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.

Qualifications

Required:

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

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.

City:

State:

Community / Marketing Title: Client Account Manager

Company Profile:

Location_formattedLocationLong: 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.