Retail Investment Associate, Contact Center Services

4 weeks ago

Colorado Springs, Colorado, United States T. Rowe Price Full time

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

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/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 hybrid work, with up to two days 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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$47,000 - $47,000 for the location of: Maryland, Colorado, Washington and remote workers

$47,000 - $47,000 for the location of: Washington, D.C.

$47,000 - $47,000 for the location of: New York, California

This job is eligible for overtime pay.

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:

06/4/2025

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 value your goals and needs, at work and in life. As an associate, you'll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .

Featured employee benefits to enrich your life:

  • 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

Learn more about our benefits. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)

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.

  • Retail Investment Associate, Contact Center Services

    4 days ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement...

  • Retail Investment Associate, Contact Center Services

    43 minutes ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement...

  • Retail Investment Associate, Contact Center Services

    3 weeks ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow...

  • Specialist, Contact Center Services

    3 days ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement...

  • Specialist, Contact Center Services

    2 hours ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement...

  • Specialist, Contact Center Services

    4 weeks ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow...

  • Specialist, Contact Center Services

    4 weeks ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow...

  • Contact Center Professional

    1 day ago

    Colorado Springs, Colorado, United States USAA Full time

    About USAAAs a leading financial services provider, USAA is committed to empowering its members to achieve financial security through highly competitive products and exceptional service. We strive to be the first choice for the military community and their families.The PositionWe are seeking a Contact Center Professional to join our team in Colorado Springs...

  • Senior Sales Specialist, Contact Center Services

    3 weeks ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow...

  • Retail Stocking/Shelving Associate

    2 weeks ago

    Steamboat Springs, Colorado, United States SAS Retail Services Full time

    Retail Stocking/Shelving Associate at SAS Retail Services summary:As a Retail Stocking/Shelving Associate, you will handle product movement within retail environments, ensuring that merchandise is properly displayed and tracked for optimal sales. This role requires physical activity including moving and lifting products, while offering flexible independent...

  • Retail Stocking/Shelving Associate

    2 weeks ago

    Steamboat Springs, Colorado, United States SAS Retail Services Full time

    Retail Stocking/Shelving Associate at SAS Retail Services summary:As a Retail Stocking/Shelving Associate, you will be responsible for handling product movement and display within the retail environment to ensure optimal sales. This role includes tracking and managing inventory according to the latest plans while enjoying the flexibility of independent work....

  • Retail Customer Service Associate

    4 weeks ago

    Colorado Springs, Colorado, United States FedEx Full time

    FedEx - JobID: PDX_FEC_86C59A70-6F6D-4DE6-848B-3895C8FB7CA4_239742 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...

  • Cloud Contact Center Developer

    19 hours ago

    Colorado Springs, Colorado, United States Eventus Solutions Group Full time

    About Eventus Solutions GroupAt Eventus Solutions Group, we drive positive change by empowering our team to deliver exceptional Cloud Contact Center solutions. Our culture celebrates each moment and enables us to Rise above the ordinary.Job DescriptionWe are seeking a Senior Software Engineer to join our team and support Cloud Contact Center platforms (NICE...

  • Investment Service Coordinator

    2 days ago

    Colorado Springs, Colorado, United States T. Rowe Price Full time

    About the RoleThis role requires a highly skilled specialist in contact center services who can provide exceptional support to our high net worth investors.You will be responsible for responding to service requests, resolving complex issues, and delivering exceptional client experiences.The ideal candidate will possess excellent communication skills, a...

  • Retail Production Associate

    6 days ago

    Colorado Springs, Colorado, United States Goodwill of Colorado Full time

    ****Please Note: This position will be posted through March 21st, 2025********** Please Note: Excellent customer service skills are a must   Full-time positions are available.Production Associates are traditionally scheduled Sunday through Thursday and work a day shift (for example 7 am to 3:30 pm) but other schedules and shifts may be...

  • Lead Retail Customer Service Associate

    3 weeks ago

    Colorado Springs, Colorado, United States FedEx Full time

    FedEx - JobID: PDX_FEC_AB44E97C-2AE9-4808-8DBE-8AA4E4D22AF0_239697 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...

  • Merchandiser - Retail Garden Centers

    3 days ago

    Colorado Springs, Colorado, United States Altman Specialty Plants Full time

    Job Description Job Description Job Title: Merchandiser – Retail Garden CentersDepartment: Retail Sales ServiceReports to: Sales ManagerFLSA Status: Non-exemptRevision: 01/10/2025Summary: Do you love working outdoors and have a passion for plants? Join Altman Plants, the industry leader in Garden Center service and innovation We are looking for...

  • Director, Investment Services

    23 hours ago

    Colorado Springs, Colorado, United States Colorado Government Finance Officers Association Full time

    At Public Trust Advisors, we design and deliver exceptional financial solutions that strengthen communities nationwide. Established in 2011 in Denver, CO, our growing, SEC-registered investment advisory firm manages over $100 billion in public sector assets across the nation. As the administrator and advisor for COLOTRUST—a Colorado local government...

  • Contact Center Associate

    5 days ago

    Colorado Springs, Colorado, United States USAA Full time

    Why Choose USAA?We offer a dynamic work environment where you can grow and develop your skills. As a Bank Customer Service Representative, you'll have the opportunity to learn from experienced colleagues and take on new challenges to advance your career.Benefits of Working at USAA:Comprehensive medical, dental, and vision plans401(k) and pension plan...

  • Retail Sales Associate

    6 days ago

    Colorado Springs, Colorado, United States Elements Massage Full time

    Overview If you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further  Retail Sales Associates enjoy the following perks: Pay $16 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance A complimentary...