Investment associate

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

Typical Qualifications :

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

Training Details

• In-office, 5 days. (Following Training / Nesting / Performance evaluation, associates have the option to adopt hybrid schedule M / F Work-From-Home, T / W / Th In-office
• Training schedule is Monday through Friday 8a-5p Local Time.
• Eight-weeks of instructor led training & four-weeks of Nesting’
• For promotional opportunities FINRA licensing may be required and supported by the business.

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 remote work up to two days a week after the successful completion of a training program. M / F work from home and T / W / Th in-office.

Starting salary for this role is firm at $44,500.00.

Regional Requirements :

Base salary range :

$36,000 - $57,500 USD

For the location of :

Colorado

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.

3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.

Base salary range :

For the location of :

Colorado Springs, CO

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 :

10 / 23 / 2024

Commitment to Diversity, Equity, and Inclusion :

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.

Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.

We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits : We invest in our people through a wide range of programs and benefits, including :

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.

Last updated : 2024-08-12

Salary : $36,000 - $57,500