Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Associate, Client Service
Annapolis, MD · On-site
$14.25 - $19.75/hr
Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...
Client Service Associate - Greenbelt, MD
$65K - $85K/yr
Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart Financial Group based in Greenbelt, MD , is a boutique and independent financial and legacy planning ...
Client Service Associate - Greenbelt, MD
$65K - $85K/yr
Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart Financial Group based in Greenbelt, MD , is a boutique and independent financial and legacy planning ...
Client Service Associate
Baltimore, MD · On-site
$34K - $90K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Baltimore, MD · On-site
$34K - $90K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$34K - $90K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$34K - $90K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associate
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ...
Registered Client Service Associate
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ...
Registered Client Service Associate
Baltimore, MD · On-site
$35K - $90K/yr
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ...
... Associate / Scheduling Coordinator to join our Towson, MD M edicare certified Home Health Senior ... Provide superior customer service and quality home care * Focus on managing coordination of client ...
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This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...
Quick apply
Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...
Director, Client Services
Annapolis, MD · On-site +1
Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...
Director, Client Services
Annapolis, MD · On-site +1
Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...
Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret sauce. Award ... You will also mentor our Client Service Associates by developing their policy-checking skills and ...
Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret sauce. Award ... You will also mentor our Client Service Associates by developing their policy-checking skills and ...
The Senior Account Executive acts as a subject matter expert on client support, providing advanced client support to a large and critical book of business and guiding other account service ...
The Senior Account Executive acts as a subject matter expert on client support, providing advanced client support to a large and critical book of business and guiding other account service ...
Private Client Relationship Associate
Baltimore, MD · On-site
$39K - $49K/yr
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. * Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management ...
Private Client Relationship Associate
Baltimore, MD · On-site
$39K - $49K/yr
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. * Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management ...
Private Client Relationship Associate
$39K - $49K/yr
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. * Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management ...
Private Client Relationship Associate
$39K - $49K/yr
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. * Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management ...
Senior Client Service Associate information
See Baltimore, MD salary details
$28.8K - $38.2K
17% of jobs
$43.8K is the 25th percentile. Wages below this are outliers.
$38.2K - $47.6K
14% of jobs
$47.6K - $57K
4% of jobs
$57K - $66.4K
14% of jobs
The median wage is $67.7K / yr.
$66.4K - $75.8K
12% of jobs
$75.8K - $85.2K
9% of jobs
$90.1K is the 75th percentile. Wages above this are outliers.
$85.2K - $94.6K
11% of jobs
$94.6K - $104K
9% of jobs
$104K - $113.4K
6% of jobs
$113.4K - $122.8K
3% of jobs
$122.8K - $132.2K
1% of jobs
$28.8K
$73.7K
$132.2K
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Other
Posted 3 days ago
T. Rowe Price rating
9.1
Based on 21 frontline employees who took The Breakroom Quiz
Job description
About the Role
T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally.This role will support the growth of alternative investments across Wealth and Institutionalchannels, with a heavy focus on client service for intermediaries.
This position offers a unique opportunity to expand and deepen T. Rowe Price's significant presence in alternative investments by ensuring excellent client service across all of T. Rowe Price's Alternative products.
Role Summary
- The position is part of the Global Alternatives Distribution team and will report to the Head of Alternative Investment Solutions.
- This role is directly responsible for distribution of alternatives products and will work closely with peers on partner teams which include USI - Wealth Management (WM), Individual Investors (II), Americas (AAE), APAC and EMEA and Oak Hill Advisors (OHA).
- This is a sales enablement role, partnering with Alternative Investment Specialists and cross-channel generalist wholesalers to facilitate sales of alternative products.
- The role has location flexibility but with a strong preference for New York City or Baltimore.
Responsibilities
- Primary point of contact supporting internal distribution teams and external investment advisors with technical aspects of sales execution of Alternative products. This includes detailed knowledge of the industry's distribution arrangements and processes applied to T. Rowe's clients (broker-dealers, RIAs, Custodians, TAMPs, Transfer-Agents, Fund Admins and Digital Platforms).
- Subject matter expert for distribution teams on operational components related to delivery of Alts products across all channels - understands subscription, account servicing/maintenance, transfer and reporting workflows.
- Content creation/management experience with ability to design documents and articulate collateral requirements in order to deliver positive investor-servicing experience.
- Assisting with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition.
- Work with internal teams to enhance data and reporting processes - ideal candidate has strong data skills/experience with business process automation, reporting/analytics and also stays up to date with leveraging the latest AI tools.
- Maintain and monitor transaction pipeline to ensure a smooth trading experience and ensure highest quality post-trade servicing.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- Prior experience in alternative sales enablement, investor-servicing and/or product management
- Minimum of 3+ years of Alts experience
- Knowledge of Alternatives operations for products such as interval funds, BDCs, private funds, etc.
- Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks and Retail Platforms
- Understands Alts digital distribution / technology platforms
- Exceptional communication skills including written, verbal, and delivering presentations
- Manage Virtual Data Rooms for due-diligence
- Strong organizational, time management, and relationship management skills
Preferred:
- Advanced degree or designation preferred (e.g. MBA, CFA, CAIA, CIMA)
- Series 7 & 63 preferred; must obtain within 3 months of hire
FINRA Requirements
FINRA licenses are required and will 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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About T. Rowe Price
Sourced by ZipRecruiter
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
1937