Brokerage Financial Representative at T. Rowe Price in Colorado Springs, Colorado

Job Description:

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary

Serves as the technical lead for complex service requests and/or specialized internal process support on a daily basis and provides work direction for the team.

Responsibilities

• Independently assists clients by responding to complex phone, electronic correspondence, and other inquiries regarding T. Rowe Price mutual funds and Brokerage products, services, and procedures




• Responds to client questions on product features and provides technical assistance for the most complex issues that have been escalated by junior team members.




• Researches and resolves complex operational or client issues. Assists in identifying trends in client issues and proposing solutions. Provides leadership support for development, coaching, and oversight of junior team members.




• Provides status updates on problem resolution and outstanding issues to other teams. Directs inquiries to the appropriate resources.




• Assists with process improvement or other initiatives by contributing ideas and client feedback to improve team efficiency and client experience. Coordinates implementation of resulting changes for the team.

Typical Qualifications

Required

• Bachelor's degree or the equivalent combination of education and relevant experience AND




• 4+ years of total relevant work experience

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FINRA Licenses are required for this position:

FINRA Licenses SIE, Series 7, and the Series 63 must be active and held by candidate or obtained within 90 days of employment

Colorado only: Minimum salary (USD) starts at $60,000

Salary Range - 46,500.00 - 79,000.00 USD Annual

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.  Salary range disclosure as required by sb19-085 when hiring in Colorado and S9427A when hiring in New York. 

Base salary range for the primary location of:

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.  Salary range disclosure as required by sb19-085 when hiring in Colorado and S9427A when hiring in New York. 

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions


• Flexible and remote work opportunities


• Health care benefits (medical, dental, vision)


• Tuition assistance


• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.