About the Team
The Client Implementation Management team is responsible for leading institutional client and T. Rowe Price proprietary product onboarding activities and other change events, following a project management discipline, that potentially bring with them requirements outside of TRP standards. The group is accountable for implementing new business and leading cross functional account change events. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date. The group is regionally focused but from time to time is required to work on onboarding projects emanating from other regions, according to demand and regional team capacity. The team proactively identifies and address all client operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.
Role Summary
The Analyst provides quality operational support to Client Implementation Managers daily. This includes identifying and resolving issues related to client operations, participating in new proprietary product and client onboardings, assisting with client change event activity (in accordance with the regulatory requirements and consumer laws) and referring more complex problems to managers or other subject matter experts. This role also leads and assists with projects focused on process improvements for the team.
Responsibilities
- Supports Implementation activities for a variety of institutional client relationships, including onboarding, monitoring requests, and resolving issues as they arise. Escalates complex issues and requests to more senior staff as needed.
- Gathers data to inform operating or servicing agreements. Performs analyses on operational issues raised by clients and their service providers. Identifies a variety of nonstandard operational needs and escalates accordingly.
- Builds and maintains effective working relationships with internal and external customers. Works with clients to resolve a wide variety of basic issues. Supports the communication of information to internal parties following established processes.
- Participates in initiatives and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements.
- Responsible for high-risk and complex day-to-day processes and makes recommendations to mitigate risk or improve a process.
- Supports team members by providing technical assistance, formal training, and regular coaching.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 2+ years of total relevant work experience
Preferred:
- Proven operational work experiences within the financial services industry.
- Excellent analytical skills and attention to detail, accuracy, and deadlines
- Familiarity with various types of retirement plans and other institutional clients
- Knowledge of T. Rowe Price proprietary products (Mutual Funds, Collective Investment Trusts, Variable Insurance Products)
- Excellent critical thinking, interpretation of data, analytical skills and attention to detail, accuracy and deadlines
- Proven ability to identify and develop process improvement changes
- Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
- Ability to identify potential issues and escalate appropriately
- Proven ability to work in a team environment with a strong sense of urgency
- Highly motivated with demonstrated initiative and the ability to work independently
- Exposure to project management systems, tools and methodologies
- Ability to communicate technical concepts and ideas to non-technical audience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
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