Relationship Management Associate - London, United Kingdom - T. Rowe Price

T. Rowe Price

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.

We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.

The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

POSITION PURPOSE
About this position

The Relationship Management Associate (RMA) role is a critical role within the T Rowe Price UK Intermediary Sales Team. The successful applicant will have the opportunity to be part of a vibrant team working in a fast paced and friendly environment with several Relationship Managers (RMs) both telephone and field based across multiple regions (primarily London), and will be an integral part of making sure the region runs smoothly by supporting the RMs in a variety of ways including meeting preparation and follow up, reporting and research, Salesforce management, managing pipeline and opportunities and liaising with other teams across the business such as RFP, Presentations, Marketing and Operations.
We are looking for a driven and ambitious individual with a genuine appetite for Investment Management and a passion to learn more about funds, financial markets and the industry. Outstanding communication and organisational skills along with excellent attention to detail and being able to multi task and work calmly in a fast paced environment is essential. The ability to build long lasting relationships both internally and externally is also very important for the role.

Principal Responsibilities

Provide client service and sales support (generally officebased) of a high quality for the team's intermediary clients and relationship managers, adhering to standardised sales management best practices including effective sales territory and diary management, and working to activity targets and minimum client servicing requirements

This includes:

Responding to adhoc client requests within an agreed service level
Facilitating the implementation and/or delivery of client reports
Requesting Requests for Proposal, Due Diligence questionnaires or any nonstandard presentation materials for anticipated client sales pitches, meetings or events
Proactively planning for and attending client meetings as appropriate
Completing any client/internal meeting notes and followup as agreed with the relationship manager
Providing support for other RMA's
Covering overflow requests from the Institutional team
Maintaining client records and contacts in a Client Relationship Management system
Using excellent judgment in involving the relationship manager to facilitate issue resolution and proactively proposes/provides solutions to problems
Assist relationship managers in preparation for client meetings, ensuring client kits and internal notes are delivered to a high standard and in good time. This responsibility will involve liaison with multiple internal groups as well as clients, requiring excellent organizational skills and ensuring the production of high quality documents/information. Where appropriate, the RMA may also attend and/or host client meetings.
Liaises closely with Global Marketing in relation to any planned client communication or events and assists with clientrelated preparation. The incumbent will be responsible for preparing, together with the relationship managers, details of client contacts for any communication and for following up after any event or activity as assigned.
Attends internal client coordination meetings along with the relationship manager, ensuring any pertinent information is recorded within the client records and that any important updates are circulated to the RM team and other key stakeholders.
Builds a thorough understanding of key investment strategies and establishes relationships with the investment teams. Develops detailed understanding of the applicable investment vehicle structures.
Proactively identifies and raises suggestions for improvements to the quality and effectiveness of processes and customer service. The incumbent may be required to participate in or represent the UK Intermediary team and its clients in wider team/departmental projects and goals.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

2+ years of total relevant work experience
Ability to quickly identify internal and external client needs/expectations and propose solutions, leveraging outstanding active listening and related skill sets
Demonstrated ability to comprehend and effectively adapt to new internal/external client information and situations
Strong team player, ability to work in partnership with RMs and other RMAs
Sound judgment, problem solving and excellent organizational and time management skills
Highly effective communication (verbal and written), collaboration and influencing skills
Driven to achieve firm and client priorities...motivation,