Client Service Representative
Business WireSalary not specified
Full Time
Entry Level & New Grad
Retail Investment Services Associate at T. Rowe Price
Owings Mills, Maryland, United States
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Asset Management, Investment Services, Financial ServicesIndustries
Requirements
- 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
- Preferred: Previous experience in customer service, preferably inbound and/or phone-based role
- Preferred: Prior experience in a fast-paced contact center environment
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
- Review daily unresolved client inquiries to ensure proper follow-up and closure
- Retain and identify opportunities to assist with growing assets under management
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the work arrangement for this role?
The role requires in-office work for an eight-week training program (5 days a week), after which it is eligible for hybrid work with up to one day per week from home.
What are the minimum qualifications for this position?
A high school diploma or equivalent combination of education and relevant experience is required, along with 0+ years of total relevant work experience. A Bachelor's degree, customer service experience (preferably inbound/phone-based), and experience in a fast-paced contact center are preferred.
What is the company culture like at T. Rowe Price?
T. Rowe Price offers a collaborative culture that respects and values differences, with colleagues who share a spirit of generosity, and emphasizes doing the right thing for clients and associates.
What does the training program involve?
The training is in-office, 5 days a week (Monday through Friday, 8a-5p local time), and lasts eight weeks with instructor-led sessions.
Is a FINRA license required for this role?
FINRA licenses are not required for this role, though certain promotional opportunities may require them, which would be sponsored at the time of promotion.
T. Rowe Price
Global asset management and investment advisory services
About T. Rowe Price
T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.
Baltimore, MarylandHeadquarters
1937Year Founded
$78,115.8MTotal Funding
IPOCompany Stage
Quantitative Finance, Financial ServicesIndustries
10,001+Employees
Benefits
Paid Volunteer Time
Parental Leave
Learning & Growth Resources
Matching Charitable Gifts
Health Care Benefits
Generous Retirement Plan
Risks
Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.
Departure of key personnel may impact T. Rowe Price's wealth management capabilities.
High valuations of AI startups could divert capital from traditional asset management firms.
Differentiation
T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.
The firm emphasizes long-term value through disciplined investment and extensive research capabilities.
T. Rowe Price's global reach and diverse client base enhance its market position.
Upsides
Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.
The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.
Collaboration trends in biotech offer potential investment opportunities in genetic medicine.
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