Client Services Representative

Invesco is one of the world’s leading independent global investment firms focused on providing innovative investment management capabilities. The Client Services Representative will be responsible for delivering exceptional customer service to both internal and external clients, ensuring customer satisfaction and loyalty while managing account inquiries and transactions.

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, 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 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

Skills

• 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 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 an asset

Benefits

• Hybrid working environment
• RRSP Contributions
• Health & Wellness Benefits
• Work flexibility Programs
• Parental Leave Benefits
• Study Support

Company Overview