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RIS: Financial Services Representative

T. Rowe Price
Colorado Springs, CO Full Time
POSTED ON 4/17/2022 CLOSED ON 5/2/2022

What are the responsibilities and job description for the RIS: Financial Services Representative position at T. Rowe Price?

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

Responsible for analyzing, interpreting, and processing client transactions in an accurate and timely manner.

Responsibilities:

  • Reviews transaction requests and authorizations. Processes transactions. Responsible for timely and accurate reconciliation of transactions. Maintains department processing standards in productivity and quality.

  • Responsible for tracking responses to client inquiries in order to inform the development of guides that enable to swift resolution of recurring issues.

  • Performs duties as assigned to improve business processes, the timing and quality of client transactions, and the level of support available.

  • Works to learn and understand business processes and service requirements

  • May communicate either verbally or in writing with clients

Qualifications:

Required:

  • High school/secondary school or the equivalent combination of education and relevant experience AND

  • 0 years of total relevant work experience

Colorado only: Minimum salary (USD) starts at $ 40,000

Signing Bonus Spot Bonus

We’re offering a $1,000 bonus at signing and another $1,000 spot bonus at six months in the role.*

* If you remain employed with T. Rowe Price for a period of six consecutive months and are an employee in good standing on the six-month anniversary of your date of hire, you will receive an additional bonus of $1,000. Current contingent workers not eligible.

FINRA Licenses are not required for this position.

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.

As part of T. Rowe Price’s Health and Safety protocols, effective October 19, 2021, any US-based new hires, including interns will be required to be fully vaccinated against COVID-19 or have a valid exemption under applicable state or federal law from receiving a COVID-19 vaccine.

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.

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