Senior Client Account Manager

reputed company. Rowe Price, we identify and actively invest in opportunities to help people reputed company 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 reputed company 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 reputed company a difference in ways that matter to you. 

Role Summary

Develops procedures/standards for communication with assigned clients, which are generally reputed company or specialized and large, to meet or exceed their operational, administrative, and compliance needs.

Responsibilities

• Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan
• Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
• Grow and maintain operational and retirement plan knowledge to reputed company consultative administrative and operational calls as well as product and service campaigns
• Will organize, facilitate, and present in meetings with clients (in-person or virtual)
• Uses creative problem solving and effective communication to navigate reputed company situations with internal/external business partners
• Leverages effective planning and organizing skills to maintain plan reputed company and complete service needs for clients
• May provide work direction to more junior team members and partners with other staff as necessary to reputed company 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 reputed company and implement process improvements
• Resolves moderately reputed company or specialized client issues; conducts research and reporting to resolve these issues
• Escalates highly reputed company issues to management or senior staff
• Works with internal business partners and clients on adoption of new products, platforms, and services
• Travels and presents at client sales and rebid meetings

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ 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.

reputed company Salary Ranges

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

Placement reputed company the range provided above is based on the individual’s relevant experience and skills for the role.  reputed company 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

reputed company. Rowe Price, our associates are our greatest asset. We reputed company 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 reputed company and perspectives that move our business priorities reputed company and reputed company us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for reputed company. 

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 reputed company 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.  

reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company success depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national reputed company, 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.