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Client Services Representative
1 month ago
About the Role
The Client Services Representative will be responsible for delivering exceptional customer service to both internal and external clients. This role requires a highly motivated, professional, and energized individual who can develop value-added solutions to ensure customer needs are exceeded.
Key Responsibilities
- Handle all inbound calls and represent the company in a professional manner.
- Establish and build rapport with customers by engaging in conversations that educate them on company products and services.
- Apply internal policies, procedures, external legislation, and regulations in accordance with stated guidelines.
- Evaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashion.
- Accept full ownership and accountability for the resolution of customer needs from start to finish.
- Utilize different computer applications to access account information and reference materials.
- Update account-specific transactions on customer accounts ensuring completeness and accuracy.
- Maintain a current understanding of required internal information as well as related market or industry news and events.
- Understand broader business issues and proactively seek opportunities to add value to customers and distribution partners.
- Meet or exceed departmental quality standards and job-related performance targets.
- Work closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectives.
Requirements
- Excellent working knowledge of PC applications such as MS Word, MS Outlook, and web-based technology.
- A thorough understanding of customer service and contact center dynamics.
- Financial service/mutual fund knowledge or experience is a definite asset.
- Excellent verbal and written communication skills.
- Ability to work with minimal supervision.
- The ability to handle multiple tasks and demands while maintaining our day-to-day service commitments to our customers.
- High school diploma or GED required.
- Post-secondary education is an asset.
What We Offer
- Hybrid working environment.
- RRSP contributions.
- Health and wellness benefits.
- Work flexibility programs.
- Parental leave benefits.
- Study support.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
