Global Client Account Services

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 Team

The Client Account Services (CAS) group is responsible for providing ongoing servicing for Institutional clients invested in separate accounts, sub advised, and proprietary TRP products. The group is accountable for leading, managing and influencing the execution of cross functional client requests. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled. The group is regionally focused but from time to time is required to support other regions, according to demand and regional team capacity. The team proactively identifies and addresses all client operational needs, offering and developing solutions to optimize the client experience. We strive to have deep engagements across the client experience and look for opportunities to grow and support these engagements. We make every effort to provide a supportive and engaging culture that allows our employees to feel challenged, engaged and valued.

Role Summary

• The CAS Specialist is responsible for servicing our institutional clients holding separate accounts, sub-advised and proprietary TRP products. The Specialist is accountable for owning operational service requests throughout the entire lifecycle of the client. Strong partnership is expected with the Distribution Relationship Managers, ensuring we are showing up as one T. Rowe to the client. Service requests include but are not limited to Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings, cash movement execution/monitoring and participation of new counterparty agreements.
• The Specialist will interact with clients predominantly via email and will be responsible for working with other business partners as needed to provide timely responses. Many client requests have critical, time-sensitive deadlines that must be very closely managed. Some requests will have operational execution requirements that the Specialist must either complete themselves or ensure are completed by required deadlines. Strong partnership to manage service requests is needed with Investments, Legal, ITS, Investment Compliance, Finance, Global Investment Operations and Global Client Investment Reporting.
• The Specialist exercises proven judgment and discretion in analyzing, evaluating, and executing on servicing complex institutional clients with some direction from more senior members of the team.

Responsibilities

• Supports a variety of straightforward 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.

Qualifications

Required:

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

Preferred:

• Strong knowledge of the asset management business and investment products.
• Excellent client service skills
• Strong verbal and written communication.
• Ability to manage multiple, competing projects, priorities, and sensitive issues.
• 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 strong sense of urgency.
• Highly motivated with demonstrated initiative and the ability to work independently.

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.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$62,000.00 - $106,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$68,500.00 - $117,000.00 for the location of: Washington, D.C.
$78,000.00 - $133,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:
01/28/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• 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

Learn more about our benefits.

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, color, 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.

---