Senior Manager, Client Account Services

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
101K-212K Annually
Senior level
Financial Services
The Role
The Senior Manager of Client Account Services oversees client operations, ensuring satisfaction through effective communication, service customization, and operational improvements while managing high-volume inquiries.
Summary Generated by Built In

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. 

About the Team

A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities.  

Role Summary

The Client Account Services Sr. Manager is responsible for managing the end-to-end service experience for our institutional and sub-advised clients on a day-to-day basis.

This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function.

Responsibilities

  • Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols.
  • Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues.
  • Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience.
  • Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
  • Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service

Qualifications

Required:

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

Preferred:

  • Excellent communication and interpersonal skills with the ability to build relationships at all levels of the organization
  • Familiarity with Institutional and Sub-Advised client support
  • Excellent knowledge of the asset management business and investment products
  • Proven ability to work in a team environment with a strong sense of urgency
  • Excellent partnering skills, particularly in a client-oriented service environment
  • Highly motivated with demonstrated initiative and the ability to work independently
  • Ability to manage multiple, competing projects, priorities, and sensitive issues, with strong prioritization skills, decision-making skills, and excellent time management skills
  • Strong verbal and written communication
  • Excellent analytical skills and attention to detail, accuracy, and deadlines

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$101,000.00 - $173,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$111,000.00 - $190,000.00 for the location of: Washington, D.C.
$124,000.00 - $212,000.00 for the location of: New York, California

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

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

  

Featured employee benefits to enrich your life:   

  • 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  

  

Learn more about our benefits.  

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.

Skills Required

  • Bachelor's degree or equivalent education and experience
  • 8+ years of relevant work experience

T. Rowe Price Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.

  • Retirement Support Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
  • Leave & Time Off Breadth Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
  • Career-Linked Recognition & Rewards Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.

T. Rowe Price Insights

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The Company
HQ: Baltimore, MD
10,561 Employees
Year Founded: 1937

What We Do

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

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