Sr Specialist, Client Implementation Management

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Scope:

Serves as the main point of contact for onboarding activities and change events for T. Rowe Price clients as a member of the Client Implementation Management Team. Technical expert for T. Rowe Price investment products, client types and business partners, processing transfer agent transaction activities, and building client relationships. Leverages product and industry knowledge to resolve the most complex issues in support of peers and internal/external business partners to provide an exemplary onboarding experience for T. Rowe Price clients

Job Summary:

• Works autonomously within established procedures and practices
• Requires advanced skills and expertise in a variety of work processes or activities
• Generates potential solutions to complex problems
• May help determine the appropriate approach for new assignments
• Works with a limited degree of supervision, with oversight focused only on complex new assignments

• May act as a team lead, delivering training or coordinating the work of others, but not an official supervisor

Responsibilities for Sr Specialist:

• Accountable for all aspects of new or existing client implementation activities; working with a variety of internal and external business partners to ensure agreements, documentation, and trading activity is completed.
• Will facilitate and respond to client inquiries through email, direct phone calls, and conference calls with multiple parties to ensure a seamless onboarding experience.
• Will own and prioritize their personal workflow involving client onboardings and responding to product or transactional inquires. Will research, coordinate, and assign new onboarding activities with team members.
• Responsible for quality checking all of their own work and on a rotational basis provide a final quality check to peers.
• Researches and resolves the most complex operational or client issues. Identifies trends in client issues and proposes and implements solutions.
• Builds, maintains, and enhances a variety of client relationships through consultative service interactions. Works directly with clients to identify and assess the client's/prospect's needs. May provide information to clients on products and services. Acts on opportunities to create value and solutions.
• Assists internal business partners in applying established departmental and regulatory guidelines when handling client requests and ensures broad and consistent application.
• Stays abreast of department regulatory needs and responsibilities through training classes, seminars, "lessons learned" sessions and provides training to new team members.

Typical Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience AND -4+ years of total relevant work experience
• Client experience and customer satisfaction focused approach to job responsibilities and issue resolution
• Proactive approach to managing their own workflow and client activities. Able to prioritize and organize their tasks in a self-sufficient manner. Displays a sense of ownership and accountability when managing their task list.
• Works well with peers, internal and external business partners to meet the needs of clients and problem solve complex or escalated situations

Preferred:

• Familiarity with various types of retirement plans and other institutional clients
• Knowledge of T. Rowe Price proprietary products (40 Act Mutual Funds, Collective Investment Trusts, Variable Insurance Products)
• Industry familiarity and understanding of the various external partners that T. Rowe Price conducts business with; Advisor/Consultant, Participating Trust/Plan/Institutional investor, recordkeeper, custodian, and/or clearing firm
• Proficiency with Microsoft Office Suite (Excel, SharePoint, Access, OneNote, Outlook)
• Transfer Agent operations experience and understanding of SS&C transfer agent applications
• Has an intellectual curiosity and process improvement mindset

FINRA licenses are not required and will not be supported for this role.

Minimum salary (USD) starts at:
42000
(Colorado only*) Salary range minimum is one component of our total compensation and benefits package. *Note: Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, 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.