Retail Investment Services Associate

Retail Investment Services Associate

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locations

Colorado Springs, CO

time type

Full time

posted on

Posted 9 Days Ago

job requisition id

81509

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.

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

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

1. 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

2. 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

3. 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,andInclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

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

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits. (

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

About Us

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.

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