Client Account Services Sr. Manager

troweprice; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

T. Rowe Price's Global Client Account Services team delivers service excellence to institutional and professional clients. The Client Account Services Sr.

Manager oversees end-to-end service experiences, handles highly complex client operations, and anticipates issues within regulatory and consumer laws. The role requires extensive liaising with internal and external stakeholders to tailor service models, manage high-volume client inquiries, and drive improvements across onboarding and ongoing

Responsibilities

• Research best practices to improve client operations and protocols.
• Support ongoing investment operational needs for complex clients, identifying data trends.
• Communicate regularly with complex clients and their service providers to deliver high-quality services.
• Recommend process changes to improve client operations across T. Rowe Price.
• Collaborate with internal and external contacts to enhance business processes and client service.

Skills

Data analysis

Stakeholder liaison

Client operations

Risk management

Process improvement

Job description

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

About the Team

The Global Client Account Services Team (GCAS) at T. Rowe Price is responsible for delivering the highest level of service excellence to the firm's professional client base, including institutional clients, intermediaries, insurance clients, consultants, platforms, and other non-retail client segments.

Accountable for the professional client lifecycle, the Client Account Management Team sits within GCAS and comprises our Client Implementation Managers, who are responsible for facilitating and leading the onboarding process for both new and existing clients across various investment vehicles, and the Client Account Service Managers, who are responsible for owning the client relationship for all onboarding, operational, and service matters.

GCAS also serves as a client advocate across the firm, ensuring professional client needs, expectations, and outcomes are understood and addressed across operations, investment operations, and related business functions.

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. Responsible for highly complex activities related to client operations and anticipating issues that can arise. Reviews data analysis to identify issues and provides recommendations for resolution. Resolves highly complex operational issues as required, in accordance with the regulatory requirements and consumer laws. Reviews client operations processes and procedures and may recommend enhancements.

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. This role will play an active role alongside onboarding managers during the client onboarding process.

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 raise 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
• Requires specialized knowledge and expertise in their own job discipline and deep experience in integrating related disciplinary knowledge
• Leads disciplinary or cross-functional program of notable risk; uses sophisticated analytical thought to identify innovative solutions
• Accountable for work of self and others; sets standards around which others will operate
• Works independently, with guidan