🔹 Job Title: Client Account Services, Director and Team Lead
🔹 Company: T. Rowe Price
🔹 Location: London, Warwick Court
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 4, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
Key aspects of this role include:
ASSUMPTION: This role requires a balance of leadership, operational, and client-facing skills. The ideal candidate will have experience in client service, operations, or fund distribution servicing in the EMEA region.
✅ Lead, oversee, and develop a team of Client Account Service Associates to execute on the team's responsibilities and be the voice of the client across the organization.
✅ Ensure that the day-to-day operational servicing conducted by the team provides proactive service support, including account maintenance, query management, client ad-hoc communications, and the creation of service plans for selected client books of business to deliver the best of TRP.
✅ Ensure that the team maintains detailed client profiles to help manage the client service experience and develops insight from assessing across the client book emerging themes in respect of service requirements, both by client type and region.
✅ Develop and deliver consistent service standards and represent the firm in the eyes of the client, ensuring the client has confidence that their service requirements are being owned by a TRP Associate who understands their requirements and accounts with TRP.
✅ Provide operational support to the sales process where appropriate, such as operational input into RFPs, pitch participation, operational content in new business due diligence process, etc.
✅ Ensure that the team delivers front-line service to clients and related third parties, including fielding and responding to client queries and ensuring agreed periodic service deliverables remain on track throughout the client lifecycle.
✅ Assist in ad-hoc business development activities by acting as a subject matter authority, attending prospect meetings, and providing insight into TRP's post-sale service experience and operational facilitation across the firm, supporting Sales in identifying stakeholders who can provide insight into TRP's capabilities, as required to deliver against client requirements.
✅ Facilitate diagnosis of complex client service issues, identify trends that point to service deficiencies, and own resolution, working with the appropriate internal and external delivery teams to ensure timely and accurate response and escalation of challenges in TRP capabilities versus client expectations.
✅ Work with Client Implementation Managers to ensure that client intent is fully understood, providing support throughout the Onboarding and Change process to ensure TRP remains aligned to Client requirements and intent and/or managing client expectations as appropriate.
✅ Act as a proactive connector between Client, Relationship Manager, Client Implementation, and broader organization to ensure delivery of client change activities, often leading from the front, co-ordinate across functions to bring the best of T. Rowe Price together to deliver for our clients and find solutions to emerging challenges and service needs.
✅ Ensure that the CAS Team develops and maintains clear operational service plan for clients, aligned to strategy and client needs and for executing on that, maintaining score cards, monitoring and managing the health of the client service experience.
✅ Own operational due diligence process (ODD) to host ODD meetings, coordinate preparation of presentation materials and speakers and ensure delivery to time of operational questionnaires.
✅ Build relationships with key clients, including conducting service reviews and regular check-ins to ensure we remain closely aligned to client service expectations.
✅ Actively drive for development a framework to maintain ongoing dialogue and exchange of ideas between GCAS and key internal Stakeholders on whom we are dependent to deliver clients service outcomes and document learnings and commitments in partnership to drive client service excellence.
✅ Proactively engage in industry forums and networks to learn about trends in clients' experience, regulation, and technology to help inform innovation and continuous improvement in the work that we do.
✅ Provide support and guidance to more junior team members, actively contribute to the team discussion and environment, and will take a coordination/project management role to drive completion of initiatives through the immediate team.
✅ Develop KPIs and OKRs to measure the productivity, quality, and impact of the team.
ASSUMPTION: This role requires a high level of organization, attention to detail, and the ability to manage multiple priorities and deadlines. The ideal candidate will have experience in a similar role and be comfortable working in a fast-paced, dynamic environment.
Education: Bachelor's degree in a relevant field (e.g., Finance, Business, or a related discipline) or equivalent experience.
Experience: A minimum of 7 years of experience working within a client service, client operations, or fund distribution servicing group in the EMEA region. Leadership experience, including team governance and oversight and associate development, is required.
Required Skills:
Preferred Skills:
ASSUMPTION: The ideal candidate will have a strong background in client service, operations, or fund distribution servicing, with a proven track record of leadership and team management. They will also have excellent communication, interpersonal, and organizational skills.
Salary Range: The salary range for this role is £80,000 - £120,000 per year, depending on experience and qualifications. This estimate is based on industry standards for similar roles in the London area.
Benefits:
Working Hours: Full-time, typically Monday through Friday, 9:00 AM to 5:30 PM. However, hours may vary based on business needs and client demands.
ASSUMPTION: The salary range provided is an estimate and may vary based on the candidate's qualifications and experience. The benefits package is competitive and designed to attract and retain top talent in the industry.
Industry: T. Rowe Price is a global asset management organization, actively investing in opportunities to help people thrive in an evolving world. They provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world.
Company Size: T. Rowe Price has approximately 8,600 employees worldwide, making it a mid-sized organization. This size allows for a balance between a collaborative work environment and the resources and opportunities typically found in larger firms.
Founded: T. Rowe Price was founded in 1937 and is headquartered in Baltimore, Maryland, with offices in various locations around the world, including London, where this role is based.
Company Description:
Company Specialties:
Company Website: www.troweprice.com
ASSUMPTION: T. Rowe Price's size, industry, and commitment to active, independent investing make it an attractive employer for individuals seeking a challenging and rewarding career in asset management.
Career Level: This role is at the senior management level, requiring a high degree of leadership, strategic thinking, and operational expertise.
Reporting Structure: The Client Account Services, Director and Team Lead reports directly to the EMEA GCAS Director and works closely with Relationship Managers, Client Implementation, and other internal stakeholders.
Work Arrangement: This role is based in London, Warwick Court, with a hybrid work arrangement, typically requiring on-site presence 3-4 days per week.
Growth Opportunities:
ASSUMPTION: This role offers significant opportunities for professional growth and development, both within the Client Account Services team and across the broader GCAS organization.
Office Type: T. Rowe Price's London office is a modern, collaborative workspace, designed to foster productivity and innovation.
Office Location(s): London, Warwick Court
Geographic Context:
Work Schedule: The work schedule for this role is typically Monday through Friday, 9:00 AM to 5:30 PM. However, hours may vary based on business needs and client demands.
ASSUMPTION: The London office provides a modern, collaborative work environment, with easy access to public transportation and nearby amenities. The city's vibrant culture and diverse work environment make it an attractive location for professionals in the finance industry.
Typical Process:
Key Assessment Areas:
Application Tips:
ATS Keywords: Client Account Services, Team Lead, Leadership, Stakeholder Management, Project Management, Industry Expertise, Operational Resiliency, Client Service Excellence, Team Collaboration, Client Relationship Management
ASSUMPTION: The interview process for this role is designed to assess the candidate's leadership, team management, and industry-specific skills, as well as their cultural fit and alignment with T. Rowe Price's values and work environment.
ASSUMPTION: The tools and technologies listed are commonly used in the asset management industry and are relevant to the responsibilities of this role. However, the specific tools and technologies used may vary based on the candidate's experience and the needs of the business.
Company Values:
Work Style:
Self-Assessment Questions:
ASSUMPTION: T. Rowe Price's values and work style emphasize collaboration, innovation, and a strong commitment to client service excellence. Candidates should be able to demonstrate their alignment with these values and work style in their application and interview responses.
ASSUMPTION: The potential challenges listed are common to roles in the asset management industry, particularly those involving leadership, team management, and client service. Candidates should be prepared to discuss their strategies for overcoming these challenges in their application and interview responses.
ASSUMPTION: This role offers unique opportunities for leadership, team management, and strategic decision-making, as well as exposure to the complexities of fund distribution in the European market. Candidates should be prepared to discuss their relevant experience and skills in their application and interview responses.
ASSUMPTION: The sample projects listed are illustrative of the types of initiatives that may be undertaken in this role. Candidates should be prepared to discuss their relevant experience and skills in their application and interview responses.
ASSUMPTION: The key questions listed are designed to help candidates better understand the role, the organization, and the opportunities for professional growth and development. Candidates should be prepared to ask thoughtful and insightful questions throughout the interview process.
To apply for this position:
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.