Client Account Manager

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🕒 vor 2 Monaten

🏄 California, Colorado, +4 weitere Bundesländer – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🏛️ District of Columbia – Remote 🗽 New York – Remote 🦀 Maryland – Remote ☕ Washington – Remote

💵 $72.000 - $118.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💰 Account Manager

Jetzt Bewerben

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T. Rowe Price

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5001 - 10000 Mitarbeiter

T. Rowe Price ist eine führende globale Vermögensverwaltungsgesellschaft, die aktiv in Chancen investiert, um Menschen in einer sich verändernden Welt zum Erfolg zu verhelfen.

Beschreibung

• Maintains communication with assigned clients to meet or exceed their operational and administrative needs. • Regularly consults with assigned clients to maintain a positive relationship. • May support development of a service strategy, depending upon the client complexity and retention risk. • Proactively uncovers ways to improve the daily operations of the plan. • Responsible for a wide variety of basic or more complex activities relating to the operations of the client's plan. • May provide work direction to more junior team members. • Participates in internal activities and initiatives designed to improve the Client Administration process and ensure a high-quality client experience. • Helps develop and implement process improvements. • Resolves moderately complex 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.

🎯 Anforderungen

• Bachelor's degree or the equivalent combination of education and relevant experience • 2+ 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

🏖️ Vorteile

• 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