Financial Consultant
Company: T. Rowe Price
Location: Colorado Springs
Posted on: April 10, 2021
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Job Description:
A career at T. Rowe Price says you want to contribute and make a
difference at a leading global investment management firm where
success results from the dedication our associates have in building
success for our clients. We are a growing organization of
associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our
associates do phenomenal work with purpose, and as a result, we
provide growth opportunities through in-person and online training,
management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a
workplace culture that thrives on teamwork, we invite you to
explore the opportunity to join us. Senior Financial Consultants on
the Personal Investor team partner with prospects and existing
retail clients with the goal to drive Net New Flows or Retain
assets on behalf of the firm. This associate builds relationships
with individual investors to better understand their broader
investment needs and the potential for consolidation or retention,
resulting in high client satisfaction as well and/or acquisition
and retention of assets and relationships to the firm. Role
Summary: In this role, the individual will oversee assigned
standard client relationships, ensuring satisfaction, swift
response to client needs, efficient problem resolution, contract
and operational compliance, and risk mitigation. Identify account
growth opportunities and promotes these to assigned clients.
Responsible for moderately sized or less complex relationships,
often a single product/service. May provide guidance to less
experienced professionals and receive guidance from more
experienced professionals. Responsibilities:
Keywords: T. Rowe Price, Colorado Springs , Financial Consultant, Accounting, Auditing , Colorado Springs, Colorado
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