Sr. Representative, Client Processing
Salary undisclosed
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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
Provides advanced support to clients and processing of client transactions. Completes advanced analyses and reporting.
Responsibilities
Qualifications
Required
Preferred Skills
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
Base salary ranges:
$45,500 - $58,500 for the location of: California, New York
$45,500 - $58,500 for the location of: Washington, D.C
$45,500 - $58,500 for the location of: Colorado, Maryland, Washington and all other US locations
This job is eligible for overtime pay.
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus , which is determined upon company and individual performance.
This job posting is expected to be available until:
01/1/2025
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 value your goals and needs, at work and in life. As an associate, you'll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .
Featured employee benefits to enrich your life:
Learn more about our benefits.
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.
Role Summary
Provides advanced support to clients and processing of client transactions. Completes advanced analyses and reporting.
Responsibilities
- Reviews and processes moderately complex transactions; reviews requests for proper documentation and authorization; performs necessary research in account history.
- May perform quality checks of transaction processed by other team members. Identifies and takes action on errors; researches and implements prevention plans to minimize similar errors in the future; maintains departmental standards for quality and productivity.
- Works with more senior associates on projects designed to improve business processes. Proactively identifies and recommends areas where improvements to straightforward transaction processing or client support can be improved.
- Continues to develop knowledge of clients and client requirements. Works to develop mastery over firm policies and practices and identifies issues and areas of improvement where applicable.
- Communicates either verbally or in writing with clients.
Qualifications
Required
- High school/secondary school or the equivalent combination of education and relevant experience AND
- 1+ years of total relevant work experience
Preferred Skills
- 1 year of Retail Account Management (RAM) experience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
Base salary ranges:
$45,500 - $58,500 for the location of: California, New York
$45,500 - $58,500 for the location of: Washington, D.C
$45,500 - $58,500 for the location of: Colorado, Maryland, Washington and all other US locations
This job is eligible for overtime pay.
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus , which is determined upon company and individual performance.
This job posting is expected to be available until:
01/1/2025
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 value your goals and needs, at work and in life. As an associate, you'll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .
Featured employee benefits to enrich your life:
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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