College Savings Specialist

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 quality operational support to clients. Processes all transactions and operational activities and responds to calls/inquiries on a daily basis. Handles complex issues/calls that have been escalated by more junior team members.

Responsibilities:

• Leverages the Conversational Client Model to provide personalized and consultative service to inbound callers. Topics can include, but are not limited to, trading, products and services, features, balance inquiries, account registration requirements, solutions to client issues, and resolving potential escalated situations.
• Answers in depth service and industry related questions for clients and intermediary firms, to ensure client requests are resolved in a timely and accurate manner. Requests must comply with each plan’s unique disclosure document, as well as current FINRA regulations, while meeting or exceeding departmental key performance indicators.
• Processes client, Financial Professional, and Broker Dealer inquiries. These include a broad range of transaction and maintenance requests such as high dollar distributions, exchanges, transfers, letters of intent, post settlement corrections, NSCC trading, Omnibus account servicing and other trading related issues.
• Performs quality review of transactions including high dollar distributions, exchanges, transfers, post settlement corrections and other trading related activity.
• Provides personalized and consultative service to identify new solutions that may be appropriate for the client.
• Responsible for independently researching and resolving complex Account Holder/Financial Professional/Broker Dealer requests and issues.
• Incumbent is responsible for managing risk to the firm and balancing client and Financial Professional experience. They are empowered to make decisions independently, in the best interest of clients, the plan, and the firm.
• Uses sound judgement and decision making when faced with client requests that are open to interpretation and recommend waivers to management when appropriate.
• Makes outbound calls to clients, Financial Professionals and Broker Dealer back offices to resolve complex issues, clarify intent, and obtain additional information required to complete transactions.

Qualifications:

Required:

• Bachelor’s degree or the equivalent combination of education and relevant experience AND
• 3+ years of total relevant work experience

Preferred:

• Customer Service Experience
• Back-office Processing Experience

Base salary range for the primary location of:

Colorado Springs, CO$38,500.00 – $65,500.00 USD

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.  Salary range disclosure as required by sb1162 when hiring in California, sb19-085 when hiring in Colorado, and S9427A when hiring in New York. 

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.