Apply on Employer Site

T. Rowe Price · 1 hour ago

Director, Client Account Services

Baltimore, MD

Full-time

Hybrid

Senior Level, Lead/Staff

$132K/yr - $225K/yr

10+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience. The Director of Client Account Services oversees a team that provides operational service to support the needs of clients across multiple investment vehicles, ensuring high standards of client service and driving process improvements.

Business DevelopmentFinanceFinancial ExchangesFinancial Services

Responsibilities

Leads a team of 10+ associates who engage with clients daily. Engages with internal and external clients as needed to build and maintain strong relationships and understand client needs and expectations to recommend process changes

Sets quality standards for team and reviews quality metrics to ensure standards are met

Resolves the most complex issues or inquiries from senior-level or key individuals at clients as needed. Guides analytics and decision making for the function

Partners with key business partners to understand trends, new offerings, regulatory changes, and/or changes in processes that may impact client operations. Makes recommendations to change protocols

Recruits, directs, motivates, and develops a team, maximizing their individual contribution, their professional growth, and their ability to build and sustain a high-performing, strategically focused workforce within their assigned department. Accountable for the financial and human resources of multiple departments to include budgeting, staffing resources, etc

Identify and execute process changes. Have a strong lens on controls, quality reviews and clear expectations

Develop a broad network with key business partners. Providing an escalation point for the team and ability to remove roadblocks

Oversee project management activities by ensuring the team conducts detailed planning, status tracking, monitoring and reporting; and stakeholder communication (internal and external client and vendors), together with chairing working group meetings, resolving issues and mitigating risk

Works with leadership to set new protocols and policies to resolve issues and improve client onboarding. Leads team members in providing client implementation and servicing support

Recruits, directs, motivates, and develops a team, maximizing their individual contribution, their professional growth and their ability to build and sustain a high-performing, strategically focused workforce

Addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues

Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience. Acts as a subject matter expert when dealing with critical client communications

Monitors requests for new or enhanced client services, potential risk, and trends in service and communicates through appropriate channels within the organization to champion and influence changes to maintain a competitive edge in the industry and to manage risk to the firm. Identifies and implements process changes to the team that will have impact across T. Rowe Price clients

Partners closely with internal business partners such as Investment Compliance, Trading, Legal, Investment Operations, and Distribution to ensure a seamless onboarding experience

Qualification

Asset management knowledgeClient management skillsAnalytical skillsProject managementProblem-solving skillsInterpersonal skillsAttention to detailCommunication skillsOrganizational skills

Required

Bachelor's degree or the equivalent combination of education and relevant experience

10+ years of total relevant work experience

Preferred

Excellent knowledge of the asset management business, investment products, and professional clients (institutional and sub advised clients, including Insurance general account clients)

Strong analytical and problem-solving skills; ability to form, recommend, and/or implement decisions

Impeccable attention to detail with ability to synthesize and communicate at the appropriate level

Excellent interpersonal, business, and client management skills required

Ability to manage multiple, competing projects, priorities, and/or time sensitive issues

Ability to organize and lead through influence across the enterprise

Strong verbal and written communication