Retail Investment Services Associate jobs in United States
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T. Rowe Price ยท 1 day ago

Retail Investment Services Associate

T. Rowe Price is a premier global asset management organization with over 85 years of experience. They are seeking a Retail Investment Services Associate to provide high-quality support to clients with standard service requests and to assist with growing assets under management.

Business DevelopmentFinanceFinancial ExchangesFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Client service experienceFinancial services knowledgeConsultative approachHigh school diplomaFast-paced environment experience

Required

High school/secondary school or the equivalent combination of education and relevant experience
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

Benefits

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

Company

T. Rowe Price

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T. Rowe Price is an investment management firm that focuses on funding technology startups.

H1B Sponsorship

T. Rowe Price has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (80)
2024 (67)
2023 (58)
2022 (113)
2021 (67)
2020 (70)

Funding

Current Stage
Public Company
Total Funding
unknown
1986-04-11IPO

Leadership Team

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Ramon Richards
Chief Technology Officer
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G
Geoffrey Hardin
Vice President, Senior Rates / FX Trader
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Recent News

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