2027 Client Services Internship Program

troweprice; United States; Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

Hybrid work

Job summary

T. Rowe Price Retirement Plan Services is offering a Client Services internship designed to build operational and retirement plan knowledge while supporting client relationships. You will gain exposure across the firm through orientation, mentorship, and executive speaker series.

Responsibilities include processing beneficiary splits and fee invoices, creating reports, and developing client-facing materials. Hybrid work is available.

Qualifications

• Full-time student pursuing a bachelor's degree with an expected graduation date of December 2027 - May/June 2029
• Cumulative GPA of at least 3.0 on a 4.0 scale
• Open to all college majors including Marketing, Finance, Economics, Business Administration, and Political Science

Responsibilities

• Support internal client services and processes including processing beneficiary splits and fee invoices
• Create, review, and update internal/external reports and SOPs
• Produce marketing material and client kits used in client meetings and/or advisor reporting
• Project work across Client Services which may include data analysis, database cleanup, competitor research, website updates/design, and updating client facing materials

Skills

Communication skills

Presentation skills

Growth mindset

Interpersonal skills

Analytical skills

Attention to detail

Organizational skills

Customer experience

Education

Bachelor's degree (expected 2027–2029)

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

About The Team - Retirement Plan Services

We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and varied distribution channels. The Global Distribution team manages our relationships with financial institutions, financial advisors, and financial intermediaries who offer our investment solutions to clients. They manage relationships with U.S. and Americas based intermediaries as well as intermediaries in Asia, the Pacific region, Europe, the Middle East, and Africa. This team also manages relationships with individual investors, retirement plan sponsors, and participants. Global Distribution also works to develop new global distribution channels.

Since 1937, our focus has been helping clients plan and save for retirement. Today, we help millions around the world through our results-driven approach. T. Rowe Price Retirement Plan Services is an experienced, full service recordkeeper for retirement savings accounts such as; 401k, 403(b), 457, defined benefit, and nonqualified plans.

Role Summary

The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups.

The Client Services internship program is designed to provide a preview of the work in RPS Client Services with a mixture of administration tasks and project work to support client relationships. The goal of the internship is to develop operational and retirement plan knowledge with a focus on building relationships and providing superior operational and administrative support for RPS clients.

Responsibilities

Responsibilities may include:

• Support internal client services and processes including processing beneficiary splits and fee invoices
• Create, review, and update internal/external reports and standard operating procedures (SOPs)
• Produce marketing material and client kits used in client meetings and/or advisor reporting
• Project work across Client Services which may include data analysis, database cleanup, competitor research, website updates/design, and updating client facing materials

Qualifications

Required:

• Full-time student pursuing a bachelor's degree with an expected graduation date of December 2027 - May/June 2029
• Cumulative grade point average of at least 3.0 on a 4.0 scale
• Open to all college majors including but not limited to Marketing, Finance, Economics, Business Administration, and Political Science

Preferred:

• Ability to demonstrate effective written and verbal communication skills
• Ability to effectively present to internal and external stakeholders
• A growth mindset with commitment to ongoing learning of AI-augmented platforms
• Strong interpersonal, relationship-building and collaboration skills
• Research, analytical, problem-solving, attention to detail and organizational skills
• Genuine interest in client-facing support roles with a commitment to delivering a positive customer 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 one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).