Senior Client Account Manager
T. Rowe Price
full-time
Posted on:
Location Type: Remote
Location: Maryland • United States
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Salary
💰 $90,000 - $148,000 per year
Job Level
About the role
- Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs
- 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 lead 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 complex situations with internal/external business partners
- Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
- 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
- Travels and presents at client sales and rebid meetings
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Retirement Plan knowledge401(k) knowledgeNon-Discrimination TestingIRS Form 5500IRS Form 5558plan auditsproject managementdata interpretationprocess improvementsclient administration
Soft Skills
effective communicationpresentation skillsproblem-solvingrelationship buildingplanning skillsorganizational skillsclient facing experienceresearch skillsteam leadershipconsultative skills
Certifications
Bachelor's degree