Do you enjoy helping others identify solutions that help achieve their goals? Do you like problem-solving, digging deeper to understand a situation? If so, your talents are needed at T. Rowe Price! Put your client service skills to work for our individual and retirement plan investors as they pursue a more secure financial future.
As a financial services representative, you’ll engage with clients to:
Solve problems by asking questions about their account
Provide information to assist them with important financial choices
Share your knowledge of our investment products and services
Help navigate and discuss their investment options
Guide them through online account functions
You will also collaborate with colleagues to research client questions, resolve discrepancies, and process transactions resulting from your client conversations. We measure success by the quality of client interaction and the accuracy of transactions. That’s why this role focuses on delivering exceptional client service.
A college degree, computer skills, and some experience solving problems and creating value for customers are preferred for this position. Bilingual in Spanish is a plus. No financial services experience required. Beyond that, our diverse associates—new graduates and career changers alike—come from a variety of college majors and work experiences.
An exciting part of this role may be to become registered with the Financial Industry Regulatory Authority (FINRA). We provide you with an extensive training program and support you with guidance, study materials, and paid time at work to study for the exams required to obtain your licenses. The knowledge you’ll gain about T. Rowe Price’s resources, financial markets, and investing concepts will enable you to grow your skills in this position and build a rewarding career path within the firm.
We’re committed to providing internal mobility for our associates and offer you the opportunity to apply for a variety of jobs across the firm after your one-year service anniversary. Many associates develop their skills in this position and advance their career within the firm by moving to roles in other areas.
Year after year, T. Rowe Price is named among the “Best Places to Work” in the financial services industry. Our associates enjoy a strong and enduring culture, learning and career development opportunities, and a comprehensive suite of benefits that help them achieve a healthy work/life balance.
401(k) and multiple company matching contributions
Over two weeks paid time off; Tuition assistance
Comprehensive health, dental, and vision coverage
Merit increases and bonuses; Employee stock purchase program
Exercise and fitness club reimbursement; business casual environment
Sound exciting? Apply today!
Role: Financial Services Representative (Starts November 12th, 2018)
Location: Colorado Springs,
Apply for this job now.