Sr. Representative, Client Processing

T. Rowe Price
United States
Workplace: HybridFull timeUSD 50,000 - 60,500 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Research","Quality focus"]

Provide advanced support for clients by processing moderately complex client transactions and reviewing requests for documentation and authorization. Conduct research in account history, perform quality checks, identify and remediate errors, and help prevent repeat issues. Partner with more senior associates on projects to improve straightforward transaction processing and client support, while communicating with clients verbally or in writing and building mastery of firm policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
T. Rowe Price
T. Rowe Price
4 days ago

Sr. Representative, Client Processing

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Provide advanced support for clients by processing moderately complex client transactions and reviewing requests for documentation and authorization. Conduct research in account history, perform quality checks, identify and remediate errors, and help prevent repeat issues. Partner with more senior associates on projects to improve straightforward transaction processing and client support, while communicating with clients verbally or in writing and building mastery of firm policies.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Review and process moderately complex client transactions, ensuring proper documentation and authorization.
  • •Perform necessary research in account history to support transaction processing.
  • •Conduct quality checks on transactions processed by other team members and take action on errors.
  • •Research and implement prevention plans to minimize similar errors; maintain departmental quality and productivity standards.
  • •Work with more senior associates to improve business processes for client support and transaction processing; communicate with clients verbally or in writing.

Pay and Benefits

Salary: USD 50,000 - 60,500 annually
Perks:Annual BonusRetirementPaid LeaveHealth Insurance

Key Requirements

  • •High school/secondary school (or equivalent combination of education and relevant experience).
  • •1+ years of COSS work experience.
  • •Preferred: 1 year RAM experience.
Experience:1+ years
Education:High School
Skills:CommunicationResearchQuality focus

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn