Client Services Representative

3 days ago

Charlottetown, Canada Invesco Full time

Invesco is one of the world’s leading global investment managers, entrusted with managing $1.5 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of October 31, 2021)

**Job Purpose (Job Summary)**:
**Key Responsibilities / Duties**:

- 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.
- 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.
- 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.
- Successfully complete external and or internal industry related courses as required.

**Work Experience / Knowledge**:

- A thorough understanding of customer service and contact center dynamics
- Financial service/mutual fund knowledge or experience a definite asset

**Skills / Other Personal Attributes Required**:

- Excellent verbal and written communication skills
- Ability to work with mínimal supervision
- The ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customers.

**Formal Education**:(minimum requirement to perform job duties)
- High school diploma or GED required.
- Post-secondary education an asset

**Working Conditions**:

- Normal office environment with little exposure to noise, dust and temperatures.
- The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.

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.

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