T. Rowe Price
about 4 hours ago
Client Account Services Sr. Manager - Insurance Baltimore, MD
$99k - $212kT. Rowe Price
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Team Summary
A solutions-oriented service organization that is accountable for the clients 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 – Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts.
This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM 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:
- Bachelors degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience
Preferred:
- Excellent analytical skills and attention to detail, accuracy, and deadlines
- Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
- Proven ability to work in a team environment with a strong sense of urgency
- Highly motivated with demonstrated initiative and the ability to work independently
- Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting
- Experience and expertise in fixed income markets, securities, and derivatives instruments
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 two days per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$99,500.00 - $170,000.00 for the location of: Maryland, Colorado, Washington and remote workers$109,000.00 - $187,000.00 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 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.
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 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
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.