Digital Executive managing client relationships and driving business growth for a web design agency. Engaging in cold outreach and nurturing client connections to ensure satisfaction.
About the role
- Client support role providing advanced transaction processing and analysis for T. Rowe Price, an asset management firm. Collaborating with team members to enhance business processes and ensure client satisfaction.
Responsibilities
- Provides advanced support to clients and processing of client transactions
- Completes advanced analyses and reporting
- Reviews and processes moderately complex transactions; reviews requests for proper documentation and authorization; performs necessary research in account history
- May perform quality checks of transactions processed by other team members
- Identifies and takes action on errors; researches and implements prevention plans to minimize similar errors in the future
- Maintains departmental standards for quality and productivity
- Works with more senior associates on projects designed to improve business processes
- Proactively identifies and recommends areas where improvements to straightforward transaction processing or client support can be improved
- Continues to develop knowledge of clients and client requirements
- Communicates either verbally or in writing with clients
Requirements
- High school/secondary school or the equivalent combination of education and relevant experience
- 1+ years of total relevant work experience
- 1 year RAM experience preferred
- FINRA licenses are not required and will not be supported for this role
Benefits
- 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
Job title
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