2019 Fall Part Time Associate

CO, United States Posted 5 days ago
Main Location
Baltimore, MD, United States
Open jobs
Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client’s success.
If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price. 

The Part Time Associate processes client requests in a timely and accurate manner while remaining within legal and FINRA guidelines. The incumbent is required to be proficient in processing client requests. This includes account maintenance, participant research, purchases, rosters, and redemptions for the assigned business unit. The specific business unit and type of work will be at the discretion of the business based on anticipated needs.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence that investors can rely on—now and over the long term. Since 1937, we have had one purpose: to help our clients invest confidently to create secure financial futures. Backed by the strength of our experienced leadership and the stability of a rock-solid balance sheet, our talented associates around the world provide strategies, insights, and services that put the needs of our clients first.

Principal Responsibilities within Retail Account Management:

  • Review paperwork sent in from clients
  • Process maintenance and transaction requests in client accounts
  • Place outbound calls to clients to confirm or clarify requests
  • Other duties as assigned

To be considered for this role, all students must meet the following criteria:

  • Academic Status: Full-time student in sophomore, junior or senior year of college
  • Minimum GPA: 3.00 overall
  • Major: Any
  • Experience: Previous work in a customer service environment helpful. Experience multi-tasking, working under tight deadlines, and setting priorities preferred. Working (intermediate) knowledge of Excel – ability to create a worksheet composed of various data elements that can be sorted for trend analysis. Basic Knowledge of other MS Office applications like PowerPoint and Word. Solid communication skills – comfortable interacting and engaging with groups of varying sizes. Ability to present in front of a group in a professional and composed manner. Strong planning and organization skills.

T. Rowe Price is an Equal Opportunity Employer
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