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Senior Client Engagement Specialist WPI

Company: T. Rowe Price
Location: Colorado Springs
Posted on: May 3, 2021

Job Description:

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us. Client Engagement Workplace Specialist Seniors work with and support the leadership team lead a group of licensed Workplace Specialist that interact with T. Rowe Prices Terminated Workplace participants. She or he is responsible for supporting a team of associates which consists of monitoring interactions, developing communication skills, and mentoring to performance and key business goals. She or he will mentor to and deliver client satisfaction that leads to client retention to the firm. She or he will be encouraged to be subject matter experts and provide mentoring and training when appropriate. Role Summary Provides advanced operational support for a wide variety of complex or untested business requests. Provides daily coaching, development, and support to team members to achieve results in key metrics that meet or exceed expectations. They will also utilize leading and lagging indicators to improve associate performance and execute on key business objectives. Works with management to establish and monitor operating procedures and work processes. May be responsible for training for less experienced support staff, providing work guidance and checking for quality and accuracy. Responsibilities + Implements changes to daily practice, process and activities to increase efficiency, client retention, and client satisfaction. Serves as main point of contact for critical service issues or roadblocks; shepherds issues through to resolution. + Leads support activities, compliance, and assists with leading associate performance to successfully achieve department objectives including presenting clear performance expectations, providing appropriate support, utilizing data/metrics to identify trends and mentor opportunities. + Tracks and reports on key performance indicators and results for team and business unit. Coaches and guides assigned staff on improving the execution of key goals and longer-term objectives. + Leads less experienced support associates in responding to client inquiries and service requests. Takes the lead on sophisticated and escalated requests while moving quickly to resolve. Ensures timely resolution of outstanding requests and follow up. Qualifications Required + Bachelor's degree or the equivalent combination of education and relevant experience + 4+ years of total relevant work experience + Series 6 & 63 (obtained within 6 months of accepting role) Preferred + Bachelor's degree strongly preferred + 5+ years relevant financial services experience or working with retirement plans + Bilingual (English/Spanish) Job Family Group: Sales and RM Job Family: Sales Track and Level: S4 Minimum salary (USD) starts at: 50700 (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. T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. Please view What We Offer (/corporate/en/careers/what-we-offer.html) to see what's available to you. 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.T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely onnow, and over the long term. Not ready to apply? Join our Talent Community () !

Keywords: T. Rowe Price, Colorado Springs , Senior Client Engagement Specialist WPI, Other , Colorado Springs, Colorado

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