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In partnership with the relationship managers, the RMA is responsible for ongoing relationship management of Clients in the UK and Ireland. Alongside the relationship manager, the incumbent will proactively and reactively service these relationships through phone contact, email and will participate in client meetings as appropriate.
An equally important goal is to further develop the firm's relationships with the assigned clients and prospect, together with the relationship manager, and to proactively identify potential cross-sell opportunities.
The incumbent is key to the team's success, his or her ability to work in partnership with the relationship managers and forge strong relationships internally and externally is critical.
Essentially, the RMA's role is to partner with the RMs, the UK Distribution team and more broadly Global Distribution and other departments with the goal of ensuring high client retention and growth.
Provide client service and sales support (generally office-based) 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 ad-hoc client requests within an agreed service level (24 hours)
Facilitating the implementation and/or delivery of client reports
Requesting Requests for Proposal, Due Diligence questionnaires or any non-standard presentation materials for anticipated client sales pitches, meetings or events
Planning and attending client meetings as appropriate
Completing any client/internal meeting notes and follow-up as agreed with the relationship manager
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
This responsibility requires extensive phone and email correspondence therefore a high level of effective communication is compulsory
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.
Where assigned and/or in partnership with the relationship manager follow up on sales leads.
Liaises closely with Global Marketing in relation to any planned client communication or events and assists with client-related 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.
In partnership with relationship manager, proactively communicates with clients on relevant issues related to their business and / or mandate.
Attends internal client co-ordination 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.
Liaises with the Global Distribution, Market Analysis & Customer Insights proactively or reactively to facilitate competitor analysis and ad-hoc market research initiatives. Additionally, the RMA is expected to share their knowledge of market trends and best practices that become evident from their work with a broad range of relationship management professionals.
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 reads industry reports and newswires to better understand clients challenges and business environment, where relevant share with team. Reads internal industry reports including updates from Global Distribution Market Analysis team.
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:
QUALIFICATIONS / SKILLS
University degree and / or A levels and related 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
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, enthusiasm, perseverance and resilience are hallmark personal traits
Capacity to effectively manage and deliver on multiple tasks/projects, both strategic and tactical
Strong interpersonal skills that enable effective initial rapport-building with internal and external clients
Ability to establish genuine, collaborative long-term relationships with internal and external clients
Demonstrates high ethical standards in all interactions
Evident investment market acumen and interest
Internal Number: 6146315
About T. Rowe Price International
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