Retail Investment Associate, Contact Center Services – Start Date: October 6th

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 customer service, preferably inbound and/or phone-based role
• Prior experience in a fast-paced contact center environment

Training Details

• In-office, 5 days. (Following Training/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

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.

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.