Retail Investment Services Associate

Welcome to T. Rowe Price, a global investment management firm committed to helping our clients achieve their financial goals. We are currently seeking a highly motivated and customer-focused Retail Investment Services Associate to join our team. In this role, you will have the opportunity to work with a diverse group of clients, providing them with personalized investment solutions and exceptional service. If you have a passion for the financial industry and a desire to help others achieve financial success, we want to hear from you.

1. Greet and welcome clients to T. Rowe Price in a warm and professional manner.
2. Provide exceptional customer service to clients, addressing their needs and concerns promptly and effectively.
3. Build and maintain strong relationships with clients by understanding their financial goals and providing personalized investment solutions.
4. Conduct thorough research and analysis to support investment recommendations for clients.
5. Stay up-to-date on industry trends and market developments to provide accurate and relevant information to clients.
6. Assist clients with account opening, maintenance, and other administrative tasks as needed.
7. Collaborate with team members to ensure seamless and efficient service delivery to clients.
8. Adhere to all regulatory and compliance requirements in all client interactions and transactions.
9. Act as a brand ambassador for T. Rowe Price, promoting our values and commitment to helping clients achieve financial success.
10. Continuously seek opportunities to improve the customer experience and provide feedback to management.
11. Participate in ongoing training and development to enhance knowledge and skills related to investment management and customer service.
12. Maintain confidentiality and handle client information with the utmost care and sensitivity.
13. Meet and exceed performance goals and contribute to the overall success of the Retail Investment Services team.

According to JobzMall, the average salary range for a Retail Investment Services Associate in Colorado Springs, CO, USA is between $40,000 and $60,000 per year. However, the exact salary may vary depending on factors such as experience, job responsibilities, and the specific company or financial institution. Some Retail Investment Services Associates may also receive bonuses or commissions based on their performance.

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.