Retail Investment Services Associate

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

* Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client adoption of digital capabilities
* Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
* Develop and maintain proficient knowledge of T. Rowe Price products and services
* Demonstrate a consultative approach to gain a thorough understanding of the client's needs and offer appropriate solutions.
* Reviews daily unresolved client inquiries to ensure proper follow-up and closure
* Retain and identify opportunities to assist with growing assets under management
* High school/secondary school or the equivalent combination of education and relevant experience AND
* 0+ years of total relevant work experience
* Bachelor's degree or an equivalent combination of education and work experience
* Previous experience in customer service, preferably inbound and/or phone-based role
* Prior experience in a fast-paced contact center environment $50,000 - $50,000 for the location of:
Maryland, Colorado, Washington and remote workers  $50,000 - $50,000 for the location of:
Washington, D.C.  $50,000 - $50,000 for the location of:
New York, California We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
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