Top 5 Financial services remote customer support Jobs in Monument, Co

Retail Investment Services Associate
T. Rowe Price —Colorado Springs, CO
- $50,000 a year
- Full-time
- Hybrid work
- High school
- Office
- High school diploma or GED
- Paid time off
- Adoption assistance
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- $20.50 - $28.50 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
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Wings Credit Union —Colorado Springs, CO
- $20.60 - $23.50 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
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- Paid training
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Retail Investment Services Associate

T. Rowe Price -
Colorado Springs, CO

Apply Now

Job Details

Full-time
$50,000 a year

Benefits

Paid time off
Adoption assistance
Retirement plan

Qualifications

Investment
Financial services customer support
High school diploma or GED
Managing clients in a customer support role
Bachelor's degree
Managing clients in a finance role
Financial product expertise
Investment account customer support
Organizational skills
Financial services
Consultative selling
Entry level
Under 1 year

Full 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 high-quality support to clients with standard service requests on a daily basis.

Responsibilities

Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client adoption of digital capabilities
Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
Develop and maintain proficient knowledge of T. Rowe Price products and services
Demonstrate a consultative approach to gain a thorough understanding of the client's needs and offer appropriate solutions.
Reviews daily unresolved client inquiries to ensure proper follow-up and closure
Retain and identify opportunities to assist with growing assets under management

Qualifications

Required:

High school/secondary school or the equivalent combination of education and relevant experience AND
0+ years of total relevant work experience

Preferred:

Bachelor's degree or an equivalent combination of education and work experience
Previous experience in a client serving role
Prior experience in a fast-paced contact center environment

Training Details

In-office, 5 days
Training schedule is Monday through Friday 8a-5p Local Time
Eight-weeks of instructor led training

FINRA Requirements

FINRA licenses are not required for this role. Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.

Shift is from 9:30 am - 6pm MT.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

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

This job is eligible for overtime pay.

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.

This job posting is expected to be available until:

11/4/2026

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

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

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.

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financial services remote customer support jobs in monument, co

Retail Investment Services Associate

Customer Care Center Representative I, II, or III

Call Center-Member Service Representative II

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