Retail Investment Services Associate

Role Summary

Serves as the first point of contact for inbound client service requests, handling tasks such as mutual fund transactions, providing account information, and guiding clients towards digital capabilities.

Responsibilities

• 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.

Qualifications

• High school/secondary school or the equivalent combination of education and relevant experience AND 0+ years of total relevant work experience.
• Preferred 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.

Training Details

• In-person, 5 days.
• Training schedule is Monday through Friday 8am-5pm Local Time.
• Eight-weeks of instructor led training.

FINRA Requirements

• FINRA licenses are not required for this role.
• Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion.

Work Flexibility

• This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.