Brokerage Financial Representative
Posted on: 7 Nov 2022
Colorado Springs, Colorado
Job Description
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
T. Rowe Price Group, Inc.
Baltimore, MD
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a global investment management organization with $1.19 trillion in assets under management as of May 31, 2020. The organization provides a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The company also offers sophisticated investment planning and guidance tools. T. Rowe Price’s disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research.
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IndustryInvestments Management
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No. of Employees7000+
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Website
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Jobs Posted548
