Client Engagement Associate - Location: Maryland, US
3 days ago
Job description
Requisition Number:
Position Title:
External Description:
Role Summary
As a Workplace Sales Associate, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning
Responsibilities
- Serve as the initial point of contact for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues.
- Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship.
- Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions.
- Retain assets through education and guidance of available plan-specific and general distribution options.
- Deliver on defined sales targets and other role-based responsibilities.
- Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Develop and maintain proficient knowledge of T. Rowe Price products and services.
- Follow up with clients from inbound retention opportunities.
- Participate in special projects and performs other duties as assigned.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held.
Preferred:
- Internship experience in sales or related field
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.
City:
State:
Community / Marketing Title:
Client Engagement Associate
Company Profile:
Location_formattedLocationLong:
Maryland, US
CountryEEOText_Description:
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.
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, color, 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.
Similar jobs
The Bloomberg Center for Public Innovation at Johns Hopkins University is searching for a Sr. Program Associate, Civic Engagement. The role will deliver technical assistance for Civic Engagement programs to build the capacity of public servants to deliver meaningful engagement so ...
3 weeks ago
The Bloomberg Center for Public Innovation at Johns Hopkins University is searching for a Sr. Program Associate to deliver technical assistance for Civic Engagement programs. · Act as the primary programmatic point of contact for clients. · Provide full-cycle project management a ...
3 weeks ago
The Work Study – Assistant Athletics position is responsible for working different athletic events and providing support to the Associate Athletics Director in generating excitement and attendance during home athletic events. · Assist in all programs related to fan/student engage ...
1 week ago
+Job summary · A challenging, people-focused role with flexibility and the chance to make a real impact. · +Managing budgets, financial statements, and monthly reports · Negotiating with contractors and overseeing property maintenance · Advising Boards of Directors and resolving ...
1 week ago
The position of Audit & Assurance Supervisor at YHB involves overseeing various aspects of assurance engagements while developing subject matter expertise and leading teams in understanding new assurance and accounting developments. · Demonstrate a working knowledge of the techni ...
2 weeks ago
The Advice Marketing Manager is a critical member of the Advice & Client Product Marketing team that will support the execution of the Individual Investors (II) Advice Strategy. · Bachelor's degree or the equivalent combination of education and relevant experience AND5+ years of ...
1 week ago
Provides supervision and supports the direction & planning of associates' daily goals and activities to deliver an exceptional client experience which maximizes sales/KPIs and drives customer loyalty in assigned stores. · ...
1 week ago
· Requisition Number: · Position Title: · External Description: · About the Team · The Legal, Compliance, Audit and Risk organization plays a critical role in ensuring that T. Rowe Price operates within legal and regulatory frameworks while upholding ethical standards and mitiga ...
17 hours ago
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits ...
1 week ago
· Requisition Number: · Position Title: · External Description: · Role Summary · This individual will contribute to planning, management, content development, and execution of assigned elements of internal/external events in alignment with organizational policy and quality stan ...
3 days ago
The Director of Operations provides strategic leadership, operational oversight, and performance management for the Association Real Estate Division. · This position ensures that all community management operations deliver exceptional client satisfaction, · strong governance supp ...
1 week ago
The Director of Operations provides strategic leadership and operational oversight for the Association Real Estate Division. · ...
3 weeks ago
· Requisition Number: · Position Title: · External Description: · About This Position · The Content Marketing & Thought Leadership role is responsible for developing and executing a comprehensive communications strategy that aligns with the Individual Investors (II) Marketing's ...
3 days ago
· Requisition Number: · Position Title: · External Description: · Role Summary · Contributes substantively to cross-functional teams dedicated to developing and executing multi-channel marketing plans specifically designed to position T. Rowe Price investment products and retire ...
3 days ago
· Requisition Number: · Position Title: · External Description: · About this Position · We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team. · You will join a team committed to operational excellence and a shared sense of purpose in s ...
3 days ago
· Requisition Number: · Position Title: · External Description: · About this Position · We are seeking an adaptable and innovative tax manager to join our Investment Tax team. · You will join a team committed to operational excellence and a shared sense of purpose in serving t ...
3 days ago
· Requisition Number: · Position Title: · External Description: · Role Summary · For 86 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable ...
3 days ago
· Requisition Number: · Position Title: · External Description: · Role Summary · Cross-cutting firmwide role integrating client, business and technology requirements to protect data and systems. Access Management and Identity Controls design and standard methodologies. Governanc ...
3 days ago
+ Prepares food to ensure it is nutritious and properly flavored in accordance with applicable federal, state, local and company standards, · + Operates and cleans equipment after each use. · + Stores labels and dates food items according to policy. We Make Applying Easy Want to ...
1 week ago
· Requisition Number: · Position Title: · External Description: · Role Summary · We are seeking a Senior Product Owner to lead the strategy, vision, and delivery of the Product Research Experience for Individual Investors. This role is central to how T. Rowe Price supports self- ...
3 days ago