Jobs and Careers

Retail Investment Services Associate

Colorado Springs, United Statesfull_timeVerifiedPosted 22 May 2026

💰 $50,000/yr

About the role

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

Provides high-quality support to clients with standard service requests on a daily basis.

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

Qualifications

Required:

High school/secondary school or the equivalent combination of education and relevant experience AND
0+ years of total relevant work experience

Preferred:

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

Training Details

In-office, 5 days
Training schedule is Monday through Friday 8a-5p Local Time
Eight-weeks of instructor led training

FINRA Requirements

FINRA licenses are not required for this role. Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.

Shift is from 9:30 am - 6pm MT.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$50,000 - $50,000 for the location of: Maryland, Colorado, Washington and remote workers
$50,000 - $50,000 for the loca