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Investor Services Associate Jobs (NOW HIRING)

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

... Associate provides administrative and client service support to the Financial Advisor and Sr. ... M Investment Services in partnership with LPL Financial. This position is designed as a ...

UMB Financial

Investor Services Rep I

Milwaukee, WI · On-site

$29K - $43K/mo

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ... service, veteran status, genetic information, or any other status protected by applicable federal ...

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$31K

$101.1K

$191K

How much do investor services associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for investor services associate in the United States is $101,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $134,500.00 per year, depending on experience, location, and employer.

What are some common challenges Investor Services Associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What are Investor Services Associates?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the key skills and qualifications needed to thrive as an Investor Services Associate, and why are they important?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
More about Investor Services Associate jobs
What cities are hiring for Investor Services Associate jobs? Cities with the most Investor Services Associate job openings:
What are the most commonly searched types of Investor Services jobs? The most popular types of Investor Services jobs are:
What states have the most Investor Services Associate jobs? States with the most job openings for Investor Services Associate jobs include:
What job categories do people searching Investor Services Associate jobs look for? The top searched job categories for Investor Services Associate jobs are:
Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $101,099 per year, or $48.6 per hour.
Retail Investment Services Associate

Retail Investment Services Associate

T. Rowe Price Associates, Inc.

Colorado Springs, CO • Hybrid

Full-time

Medical, Life, Retirement, PTO

Posted 9 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

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, CaliforniaThis 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:

08/5/2026

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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