Retail Investment Services Associate Owings Mills, MD

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<div><p><span><span>At T. Rowe Price, we </span><span>identify</span><span> 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.</span></span><span> </span></p></div><div><p></p><p><span><span>We believe doing the right thing for </span><span>our </span><span>clients and our associates is good business</span><span>.</span><span> </span><span>With a career at the firm, y</span><span>ou can expect opportunities to create real impact at work</span><span> </span><span>and in your community. </span><span>Y</span><span>ou’ll</span><span> enjoy </span><span>resources to support your career path, a</span><span>s well as</span><span> </span><span>compensation</span><span>, </span><span>benefits</span><span>,</span><span> and flexibility </span><span>to enrich your life. </span><span>Here, </span><span>you’ll</span><span> find a</span><span> collaborative culture </span><span>that </span><span>respect</span><span>s</span><span> and valu</span><span>e</span><span>s</span><span> </span><span>differences</span><span> and colleagues </span><span>who </span><span>share a spirit of generosity</span><span>. </span></span><span> </span></p></div><div><p></p><p><span><span>Join us for the opportunity to</span><span> g</span><span>row and make a difference in ways that matter to you</span><span>.</span></span><span> </span></p><p></p></div><p><b>Role Summary</b></p><p>Provides high-quality support to clients with standard service requests on a daily basis.</p><p></p><p><b>Responsibilities</b></p><ul><li>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</li><li>Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.</li><li>Develop and maintain proficient knowledge of T. Rowe Price products and services</li><li>Demonstrate a consultative approach to gain a thorough understanding of the clients needs and offer appropriate solutions.</li><li>Reviews daily unresolved client inquiries to ensure proper follow-up and closure</li><li>Retain and identify opportunities to assist with growing assets under management</li></ul><p></p><p><b>Qualifications</b></p><p><b>Required:</b></p><ul><li>High school/secondary school or the equivalent combination of education and relevant experience AND</li><li>0+ years of total relevant work experience</li></ul><p></p><p><b>Preferred:</b></p><ul><li>Bachelors degree or an equivalent combination of education and work experience</li><li>Previous experience in customer service, preferably inbound and/or phone-based role</li><li>Prior experience in a fast-paced contact center environment</li></ul><p></p><p><b>Training Details</b></p><ul><li>In-office, 5 days</li><li>Training schedule is Monday through Friday 8am-5pm Local Time</li><li>Eight-weeks of instructor led training</li></ul><p></p><p><b>FINRA Requirements</b></p><p>FINRA licenses are not required for this role.  Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion.</p><p></p><p><b>Work Flexibility</b></p><p>This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.</p><p></p><p><b><u>WHAT TO EXPECT AFTER APPLYING</u></b></p><p>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. <u>Estimated Time Commitment</u>: 3-5 minutes</p><p></p><p>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. <u>Estimated Time Commitment</u>: 45 minutes</p><p></p><p>3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.</p><p></p><p></p><p><b>Base Salary Ranges</b></p><p>Please review the job posting for the location of this specific opportunity.</p><p></p>$50,000 - $50,000 for the location of: Maryland, Colorado, Washington and remote workers<br />$50,000 - $50,000 for the location of: Washington, D.C.<br />$50,000 - $50,000 for the location of: New York, California<p></p><p></p>This job is eligible for overtime pay.<p></p><p><span>Placement within the range provided above is based on the individual’s relevant experience and skills for the role</span><span>.  </span><span>Base salary is only one </span><span>component</span><span> of our total compensation package</span><span>.  </span><span>Employees may be eligible for a discretionary bonus, which is </span><span>determined</span><span> upon company and individual performance.</span></p><p></p><p><b>Commitment to Diversity, Equity,</b><b> and</b><b> Inclusion</b></p><p><span><span>At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates </span><span>can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace </span><span>new ideas</span><span> and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.</span></span><span> </span></p><p></p><p><b><span>Benefits</span></b></p><div><div><p><span><span>We value your goals and needs, at work and in life. As an associate, </span><span>you’ll</span><span> be supported with </span></span><span><span>resources</span></span><span><span>, </span></span><span><span>benefits</span></span><span><span>, and </span></span><span><span>work-life balance</span></span><span><span> so you can</span></span><span><span> thrive in ways that matter to you</span></span><span><span>.  </span></span><span> </span></p></div><div><p><span><span> </span></span><span> </span></p></div><div><p><span><span>Featured employee benefits to enrich your life: </span></span><span><span> </span></span><span> </span></p></div><div><ul><li><p><span><span>Competitive compensation </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Annual bonus eligibility </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>A generous retirement plan </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Hybrid work schedule </span></span><span> </span></p></li></ul></div></div><div><div><ul><li><p><span><span>Health and wellness benefits, including online therapy </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Paid time off for vacation, illness, medical appointments, and volunteering days </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Family care resources, including fertility and adoption benefits </span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><span> </span></p></div><div><p><a href='https://www.troweprice.com/corporate/us/en/careers/benefits.html' target='_blank'><u><span>Learn more about our benefits.</span></u></a><span><span> </span></span><span> </span></p></div><div><p></p></div></div><h2>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, color, 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.</h2>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...