Retail Account Management Associate

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Retail Account Management Associate provides advanced support to clients and processes client transactions, ensuring proper documentation and quality control while identifying areas for business process improvement.

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

Skills

• High school/secondary school or the equivalent combination of education and relevant experience
• 1+ years of total relevant work experience
• 1 year RAM experience

Benefits

• 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

Company Overview