Customer Service Excellence Representative

1 week ago

Charlottetown, Prince Edward Island, Canada OppenheimerFunds Distributor, Inc Full time

Company Overview:


Invesco is a leading global investment management company, committed to providing exceptional service to our clients.



Salary:


The estimated salary for this role is up to $40,000 CAD per year, depending on qualifications and experience.



Job Description:

We are seeking a highly motivated and professional Customer Service Excellence Representative to join our team. As a key member of our Client Services department, you will be responsible for delivering exceptional customer service to both internal and external clients.



You will work in a fast-paced environment, handling inbound calls and representing Invesco in a professional manner. You will establish and build rapport with customers, educating them on Invesco products and services, and apply internal policies and procedures to resolve customer needs in a timely fashion.



Responsibilities:



  • Handle all inbound calls and represent Invesco in a professional manner.
  • Establish and build rapport with customers by engaging in conversations that educate them on Invesco products and services.
  • Apply internal policies and procedures to resolve customer needs in a timely fashion.
  • Evaluate research and facilitate the resolution of customer needs or account adjustments.
  • 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 our 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.


Required Skills and Qualifications:



  • 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 an 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.


Benefits:



  • Hybrid working environment.
  • RRSP contributions.
  • Health & wellness benefits.
  • Work flexibility programs.
  • Parental leave benefits.
  • Study support.


Why Join Our Team?


We offer a competitive total rewards package and a dynamic work environment that supports our culture and meets the needs of our clients.



OppenheimerFunds Distributor, Inc is an equal opportunity employer 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 accommodations are provided.

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