Specialist, Contact Center Services

T. Rowe Price • Owings Mills, MD

4d • $59,000 - $77,000 • Hybrid

About The Position

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 plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Specialist, Contact Center Services with our Select Client Services group, you will play an integral role in the success of our organization. You will be responsible for providing high quality support to our high-net-worth investors, with complex service requests and/or specialized internal process support. Join our team and you will receive dedicated paid training resources and become a part of team recognized as a leader in client experience.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience
• Series 7 and 63 licenses to be obtained within designated window per the Global Distribution licensing policy

Nice To Haves

• Fully licensed candidate (currently holds SIE, series 7 and 63)
• Financial Industry experience

Responsibilities

• Serve as the first point of contact for our high net worth and brokerage clients through inbound client service requests.
• Responding to requests for mutual fund/brokerage 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees