Retail Investment Associate, Contact Center Services
Are you passionate about providing exceptional customer service and helping individuals achieve their financial goals? Do you have a strong understanding of retail investments and a desire to continuously learn and grow in the finance industry? If so, T. Rowe Price is seeking a motivated and knowledgeable Retail Investment Associate to join our Contact Center Services team. In this role, you will have the opportunity to build relationships with clients, provide personalized investment guidance, and contribute to the success of our organization. Our ideal candidate has a minimum of 2 years of experience in retail investments, strong communication skills, and a customer-centric mindset. If you are ready to take the next step in your career and make a positive impact on our clients' financial futures, we encourage you to apply for this exciting opportunity at T. Rowe Price.
- Provide exceptional customer service to clients by actively listening to their needs and offering personalized investment guidance.
- Build and maintain strong relationships with clients to promote long-term financial success.
- Continuously learn and stay up-to-date on industry trends and changes in retail investments to effectively advise clients.
- Collaborate with team members and other departments to share knowledge and best practices.
- Contribute to the success of the organization by meeting or exceeding performance metrics and goals.
- Serve as a trusted advisor and resource for clients, providing guidance and education on various investment products and services.
- Demonstrate a strong understanding of T. Rowe Price's products, services, and company values.
- Actively promote and participate in training and development opportunities to enhance skills and knowledge.
- Utilize effective communication skills to clearly explain complex investment concepts to clients.
- Maintain accurate and detailed records of client interactions and transactions.
- Adhere to all regulatory and compliance guidelines and protocols.
- Continuously strive to improve the client experience and provide feedback to management for process and service improvements.
- Act with integrity, professionalism, and a customer-centric mindset at all times.
- Proactively identify and resolve client issues or concerns, escalating to higher levels of management when necessary.
- Embrace and promote a diverse and inclusive work environment.
Strong Knowledge Of Financial Products And Services: A Retail Investment Associate At T. Rowe Price Should Possess A Comprehensive Understanding Of Various Investment Products, Including Mutual Funds, Stocks, Bonds, And Retirement Accounts. This Knowledge Will Enable Them To Effectively Communicate With Clients And Provide Recommendations That Align With Their Financial Goals.
Excellent Customer Service Skills: As A Contact Center Services Representative, A Retail Investment Associate Must Have Exceptional Customer Service Skills To Build And Maintain Relationships With Clients. This Includes Being Able To Effectively Listen To Client Needs, Address Their Concerns, And Provide Timely And Accurate Information.
Sales Experience: T. Rowe Price Is A Sales-Driven Organization, And A Retail Investment Associate Should Have A Proven Track Record Of Success In Sales. This Includes The Ability To Identify Opportunities, Present Investment Solutions, And Close Deals.
Financial Certifications Or Licenses: T. Rowe Price Requires Their Retail Investment Associates To Hold Relevant Financial Certifications Or Licenses, Such As A Series 7 And Series 63. These Credentials Demonstrate A Level Of Expertise And Credibility In The Financial Industry.
Strong Communication And Interpersonal Skills: In A Fast-Paced Contact Center Environment, Effective Communication And Interpersonal Skills Are Crucial For Success. A Retail Investment Associate Must Be Able To Communicate Complex Financial Information In A Clear And Concise Manner To Clients Of All Levels Of Financial Knowledge. They Must Also Work Well In A Team And Collaborate With Other Departments To Provide Excellent Service To Clients.
Communication Skills
Time Management
Multitasking
Attention to detail
customer service
Relationship Management
Teamwork
Problem-Solving
Sales Techniques
Financial Knowledge
Investment Products
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Retail Investment Associate, Contact Center Services in Colorado Springs, CO, USA is $32,000 to $45,000 per year. This range can vary depending on the specific company, experience level, and other factors such as bonuses and benefits.
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T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.
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