Job Description

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.



We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.



If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.

About this position

The Client Engagement Specialist is a part of the Workplace Investor team and engages terminated workplace participants, in a call center environment, to develop and cultivate relationships with a primary focus on client/asset retention. These associates provide education-based interactions to help participants make informed decisions regarding their tax deferred retirement savings. This is accomplished by providing service excellence during all client interactions, while also finding opportunities that contribute to Enterprise Retention. She or he handles sophisticated requests related to various workplace investor plans and products, helps participants select individualized solutions that best meet their unique needs. Successful outcomes include increased client satisfaction and the retention of assets to the firm.

She or he provides extraordinary service, education, asset retention, and will refer opportunities to Financial Consultants when appropriate. They handle solutions from end to end acting as a single point of contact for simple and the most sophisticated client requests.

Role Summary

Provides high-quality service for T. Rowe Price Workplace Participants and works with plan sponsors and other partner groups to develop and cultivate relationships. Ensures satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities and promotes these to assigned clients. The Client Engagement Specialist will actively contribute to Enterprise Retention goals through the identification and referral of opportunities while servicing the unique needs of terminated participants. May have defined, but limited, referral and asset retention percentage targets.

Responsibilities

Provides service excellence while identifying and qualifying appropriate prospects and may refer to a more senior member of the team to advance relationships. Begins to grow knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making.

Proactively finds opportunities to retain assets and increase a greater share of wallet by using a consultative conversation framework and by demonstrating financial acumen, the T. Rowe Price brand, and industry insights.

Utilizes internal CRM and other internal database systems to maintain client relationship records, execute trades and transactions with accuracy, and meets standards for accuracy and compliance.

Builds upon existing relationships with investors while communicating basic new product and service developments and may coordinate retention and acquisition opportunities to other team members with different specialization.

Qualifications

Required

* Bachelor's degree or the equivalent combination of education and relevant experience
* 3+ years of total relevant work experience
* FINRA Series 6 and FINRA Series 63

Preferred

* College Degree strongly preferred
* 3-5 years relevant financial services experience
* Bilingual written and verbal communication skills (Spanish/English)

Job Family Group: Sales and Relationship Management

Job Family: Sales

Track and Level: S3

We devote a lot of energy to ensuring we offer our associates wellness, retirement and quality-of-life benefits which incorporate a wide variety of needs. Please view What We Offer to see what's available to you.

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.