Specialist, Contact Center Services jobs in United States
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T. Rowe Price · 5 hours ago

Specialist, Contact Center Services

T. Rowe Price is a premier global asset management organization with over 85 years of experience. The Specialist, Contact Center Services will provide high-quality support to high-net-worth investors with complex service requests and play an integral role in the success of the organization.

Business DevelopmentFinanceFinancial ExchangesFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Serve as the first point of contact for our high net worth and brokerage clients through inbound client service requests. Responding to requests for mutual fund/brokerage 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

Series 7 licenseSeries 63 licenseFinancial Industry experienceBachelor's degreeClient service skills

Required

Bachelor's degree or the equivalent combination of education and relevant experience
3+ years of total relevant work experience
Series 7 and 63 licenses to be obtained within designated window per the Global Distribution licensing policy

Preferred

Fully licensed candidate (currently holds SIE, series 7 and 63)
Financial Industry experience

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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Company data provided by crunchbase