Sr Manager, Client Account Services

T. Rowe Price Group

Sydney

Hybrid

AUD 180.000 - 240.000

Vollzeit

Vor 8 Tagen

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Zusammenfassung

T. Rowe Price is seeking a Sr Manager, Client Account Services to lead end-to-end client servicing for institutional and intermediary clients across Australia and New Zealand.

You will own service delivery, governance and client outcomes, partnering with Implementation, Portfolio Management, Trading, Legal and Compliance teams. The role requires 10+ years in asset-management client servicing, deep market knowledge, and proven ability to manage complex client relationships with senior

Qualifikationen

  • Minimum 10 years of client servicing/operations experience in asset management.
  • Strong knowledge of Australian & New Zealand institutional and intermediary client segments.
  • Proven track record of managing complex client relationships with cross-functional stakeholders.

Aufgaben

  • Own end-to-end client outcomes for institutional and intermediary clients across Australia and New Zealand.
  • Lead service ownership, governance, and client reporting, ensuring contractual obligations are met.
  • Coordinate with Implementation, Portfolio Management, Trading, Legal, and Compliance teams to resolve complex issues.

Kenntnisse

Client servicing
Operations management
Stakeholder management
Asset management
Australian/NZ market knowledge

Jobbeschreibung

## Sr Manager, Client Account ServicesApply: Sydney, Australia: Full time: Posted Today: 84279At 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 THIS POSITION**This senior role serves as a key point of contact for clients, Relationship Managers, and internal stakeholders, with end-to-end accountability for service delivery, operational governance, and client outcomes.The successful candidate will leverage asset management operations expertise and strong market knowledge to deliver a differentiated, high-quality service to our clients. This is an excellent opportunity for a seasoned client service professional to take on a senior, visible role within the Global Client Account Services division.**ROLE SUMMARY**Based in Sydney and part of the regional Global Client Account Services (GCAS) team, this senior role is responsible for delivering high-quality client service to institutional and intermediary clients across Australia and New Zealand, with end-to-end accountability for service delivery, operational governance and client outcomes throughout the client lifecycle. Drawing on deep asset management operations expertise and strong local market knowledge, the role acts as a senior point of contact for clients, Relationship Managers and internal stakeholders, partnering across Implementation, Portfolio Management, Trading, Investment Operations, Product, Legal, Compliance and external service providers to anticipate client needs, proactively manage risk and lead the resolution of complex client and operational matters.**Principal Responsibilities**Client Outcomes & Service Ownership* Own end-to-end client outcomes for a portfolio of institutional and intermediary clients across Australia and New Zealand, ensuring consistent, high-quality service aligned with contractual obligations and client expectations.* As a senior service owner, proactively anticipating client needs, identifying service risks or gaps, and driving timely resolution of complex or sensitive issues across the client lifecycle.* Champion a client-centric service culture, continuously assessing service effectiveness, monitoring service KPIs, and driving improvements to deliver consistently high-quality client experience.Client Service and Operational Excellence* Oversee and coordinate ongoing client servicing activities, including:* Coordinate and resolve enquiries from institutional clients and Australian unit trust investors, working with relevant internal teams and service providers.* Client reporting and data delivery* Agreement amendments (IMAs and distribution agreements)* Cash flow and trading-related queries* Periodic KYC / AML reviews* Lead service-related client meetings, including governance forums, operational due diligence reviews, and escalation discussions, providing clear direction, credible solutions, and senior-level judgment.* Act as the primary service escalation point for complex or sensitive issues, ensuring timely resolution and clear, professional client communication.* Conduct regular service reviews, monitor KPIs and SLAs, identify recurring themes or trends, and drive continuous improvement initiatives. Operational Governance & Risk Management* Provide oversight of operational governance, ensuring servicing activities comply with internal controls, regulatory requirements and applicable risk frameworks.* Take ownership of issue management and remediation, including error investigation, root-cause analysis, and corrective actions, in close partnership with Operations, Compliance, Legal, and Investment teams.* Provide support for the oversight and governance of fee rebate processing, ensuring accurate and timely execution in accordance with approved terms, controls and client obligations.Client Onboarding & Change Management* Lead the client service aspects of onboarding, mandate transitions, restructurings and significant change events, in close partnership with the Implementation team and cross-functional stakeholders.* Support a range of products, including separate accounts and pooled fund vehicles, ensuring a seamless and consistent client experience from pre-win, mandate award through funding and ongoing servicingLeadership Expectations* Provide guidance and subject matter expertise to colleagues, promote consistent servicing practices, and contribute to capability development across the regional team.**PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS****Required:*** Minimum 10 years of experience in client servicing, operations, or account management within the asset management industry.* Strong understanding of Australian & New Zealand institutional and intermediary client segments, with the ability to articulate how market practices, product structures, and operational considerations impact client solutions.* Proven track record of managing complex client relationships and cross-functional stakeholders across diverse client types, including superannuation clients, distributors, platforms, and family offices.**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.
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