Retail Investment Services Associate

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

Requirements

• Required:
• 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 a client serving role
• Prior experience in a fast-paced contact center environment
• Training Details
• In-office, 5 days
• Training schedule is Monday through Friday 8a-5p 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.
• Shift is from 9:30 am - 6pm MT.
• WHAT TO EXPECT AFTER APPLYING
• You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment : 3-5 minutes
• If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment : 45 minutes
• A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
• Base Salary Ranges
• Please review the job posting for the location of this specific opportunity.
• $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
• This job is eligible for overtime pay.
• Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus , which is determined upon company and individual performance.
• This job posting is expected to be available until:
• 08/5/2026
• Commitment to Diversity, Equity, and Inclusion

Benefits

Additional Information

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary Provides high-quality support to clients with standard service requests on a daily basis.

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