Retail Investment Services Associate

Are you passionate about helping individuals achieve their financial goals? Do you thrive in a fast-paced and dynamic environment? If so, T. Rowe Price is seeking a highly motivated Retail Investment Services Associate to join our team. As a key member of our retail investment services division, you will have the opportunity to provide exceptional customer service to our clients while also gaining valuable experience in the financial services industry. We are looking for individuals who are driven, detail-oriented, and possess a strong understanding of investment products and services. Join us in our mission to help individuals secure their financial future and embark on a fulfilling career with T. Rowe Price.

1. Provide exceptional customer service to clients by responding promptly and professionally to inquiries and requests.
2. Educate clients on investment products and services offered by T. Rowe Price.
3. Understand and adhere to all compliance and regulatory requirements.
4. Assist clients with account openings, transactions, and maintenance.
5. Develop and maintain strong relationships with clients to help them meet their financial goals.
6. Stay up-to-date on industry developments and trends to effectively communicate with clients.
7. Identify and recommend potential opportunities for clients to maximize their investments.
8. Collaborate with internal teams to resolve client issues and ensure a seamless client experience.
9. Meet or exceed performance goals and objectives set by management.
10. Continuously develop and improve knowledge of investment products and services offered by T. Rowe Price.
11. Support team initiatives and participate in training and development activities.
12. Maintain accurate and detailed records of client interactions and transactions.
13. Adhere to company policies and procedures.
14. Contribute to a positive and collaborative team environment.

According to JobzMall, the average salary range for a Retail Investment Services Associate in Owings Mills, MD, USA is between $40,000 to $60,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or financial institution the associate is working for. Some associates may also receive bonuses or commissions based on their performance. It is recommended to research the specific company and job listing for a more accurate salary range.

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.