Client support role providing advanced transaction processing and analysis for T. Rowe Price, an asset management firm. Collaborating with team members to enhance business processes and ensure client satisfaction.
Responsibilities
Provides advanced support to clients and processing of client transactions
Completes advanced analyses and reporting
Reviews and processes moderately complex transactions; reviews requests for proper documentation and authorization; performs necessary research in account history
May perform quality checks of transactions 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
Communicates either verbally or in writing with clients
Requirements
High school/secondary school or the equivalent combination of education and relevant experience
1+ years of total relevant work experience
1 year RAM experience preferred
FINRA licenses are not required and will not be supported for this role
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
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