Senior Client Relationship Manager

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🔥 0 minutes ago

🏄 California, Colorado, +4 more states – Remote

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

💵 $85.5k - $146k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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T. Rowe Price

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

T. Rowe Price is a premiere global asset management organization, actively investing in opportunities to help people thrive in an evolving world.

📋 Description

• Directs multiple teams through subordinate managers responsible for client satisfaction and retention for complex clients with cross-sell opportunities • May continue to manage a limited portfolio of clients • Contributes to the development of operating protocols for the client service function • Makes recommendations for process improvements • Sets departmental priorities and responsible for performance and resource management for the team • Identifies areas of focus for achieving increased client satisfaction and retention levels within the team and assigned clients • Collaborates with sales and relationship management teams to ensure a seamless client experience and coordinate levels of service across the firm • Tracks and reports on team metrics and results; coaches and guides assigned staff on improving the execution of the relationship plan and achievement of annual goals

🎯 Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience • 8+ years of total relevant work experience • 2+ years of management experience • Established track record of Advisor and Home Office relationship support • Experience with Advisor Fiduciary roles and programs • Knowledgeable with Advisor Firm data needs and recordkeeping aggregation files to Home Offices

🏖️ 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