Specialist, Contact Center Services

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.

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

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 3+ years of total relevant work experience

Preferred:

• FINRA SIE, Series 7 and Series 63
• Financial Industry experience

FINRA Requirements

FINRA licenses are required for this role and will be supported. Paid study time and assistance from a dedicated licensing proctor will be provided.

Work Flexibility

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

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.