Sr. Representative, Client Processing

T. Rowe Price; Owings Mills (MD); Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Fertility and adoption benefits

Job summary

T. Rowe Price in Owings Mills, MD is seeking a team member to provide advanced client support and process client transactions.

You will complete analyses and reporting and collaborate with more senior associates on projects designed to improve business processes. Responsibilities include reviewing and processing moderately complex transactions, performing quality checks, researching issues, and communicating with clients.

Qualifications

• High school diploma or equivalent plus 1+ year of COSS work experience.
• RAM experience preferred.

Responsibilities

• Reviews and processes moderately complex transactions; verifies documentation and authorization.
• May perform quality checks of transactions processed by other team members.
• Identifies and takes action on errors; researches prevention plans to minimize similar errors.
• Works with more senior associates on projects designed to improve business processes.
• Proactively identifies and recommends improvements to straightforward transaction processing or client support.
• 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.
• Communicates either verbally or in writing with clients.

Skills

COSS work experience

RAM experience

Education

High school diploma or equivalent

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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you.

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 COSS work experience
• Preferred: 1 year RAM experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

Special WFH rotation – in‑office for two weeks and home the following week Tuesday - Thursday on a rotation. This job is eligible for overtime pay.

Base Salary Ranges

• $50,000 - $60,500 for the location of: Maryland, Colorado, Washington and remote workers
• $50,000 - $60,500 for the location of: Washington, D.C.
• $50,000 - $60,500 for the location of: New York, California

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.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

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
• Learn more about our benefits.

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.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.