Senior Manager, Client Account Services - Insurance

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

About the Position

The Sr. Manager, Client Account Services – Insurance is responsible for managing the end-to-end service experience for our institutional and sub-advised clients, focusing primarily on our insurance clients.

This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will organize and be involved in regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is focused on North American clients but may work on client service projects with other regions as needed, as a member of the global Client Account Management organization.

Role Summary

Responsible for highly complex activities related to client operations and anticipating issues that can arise. Reviews data analysis to identify issues and provides recommendations for resolution. Resolves highly complex operational issues as required, in accordance with the regulatory requirements and consumer laws. Reviews client operations processes and procedures and may recommend enhancements.

Responsibilities

• Researches best practices and competitive practices to develop recommendations for changes to client operations processes and protocols.
• Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues.
• Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience.
• Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
• Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience

Preferred:

• Excellent analytical skills and attention to detail, accuracy, and deadlines
• Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
• Proven ability to work in a team environment with a stro