Client Account Manager

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.

Base Salary Ranges

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

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:

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

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.