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. 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 Skills High school/secondary school or the equivalent combination of education and relevant experience 0+ years of total relevant work experience 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 Overview T. Rowe Price is an investment management firm that focuses on funding technology startups. It was founded in 1937, and is headquartered in Baltimore, Maryland, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship T. Rowe Price has a track record of offering H1B sponsorships, with 80 in 2025, 67 in 2024, 58 in 2023, 113 in 2022, 67 in 2021, 70 in 2020. Please note that this does not guarantee sponsorship for this specific role.