Retail Investment Services Associate

T. Rowe Price
Maryland
Workplace: HybridFull timeUSD 50,000 - 50,000 annuallyFunction: Solutions Engineering & Sales Engineering0Education: high_schoolSkills: ["Customer service","Consultative approach","Communication","Attention to detail","Problem-solving"]

Provide daily inbound support for clients’ standard service requests, including mutual fund transaction assistance and sharing accurate account information. Learn and apply T. Rowe Price product knowledge while using a consultative approach to understand client needs and guide appropriate solutions, including encouraging adoption of digital capabilities. Review unresolved inquiries to ensure follow-up and closure, while staying grounded in the financial services industry, legal, tax, and regulatory considerations.

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T. Rowe Price
T. Rowe Price
2 months ago

Retail Investment Services Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 days agoStatus: Live

Job Summary

Provide daily inbound support for clients’ standard service requests, including mutual fund transaction assistance and sharing accurate account information. Learn and apply T. Rowe Price product knowledge while using a consultative approach to understand client needs and guide appropriate solutions, including encouraging adoption of digital capabilities. Review unresolved inquiries to ensure follow-up and closure, while staying grounded in the financial services industry, legal, tax, and regulatory considerations.
Location: Maryland
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Serve as the first point of contact for inbound client service requests, including mutual fund transaction requests and account information
  • •Use industry knowledge of legal, tax, and regulatory issues to guide clients
  • •Develop and maintain proficient knowledge of T. Rowe Price products and services
  • •Use a consultative approach to understand client needs and recommend appropriate solutions
  • •Review daily unresolved client inquiries to ensure proper follow-up and closure

Pay and Benefits

Salary: USD 50,000 annually
Perks:Annual BonusRetirementPaid LeaveHybrid Work

Key Requirements

  • •High school/secondary school (or equivalent combination of education and relevant experience) and 0+ years of total relevant work experience
  • •Bachelor’s degree (or equivalent combination of education and work experience)
  • •Previous customer service experience, preferably inbound and/or phone-based
  • •Experience in a fast-paced contact center environment
Experience:0Financial services
Education:High School
Skills:Customer serviceConsultative approachCommunicationAttention to detailProblem-solving

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