Client Services Representative
Invesco is one of the world’s leading independent global investment firms dedicated to rethinking possibilities for clients. The Client Services Representative will deliver exceptional customer service to internal and external clients, ensuring customer satisfaction and loyalty while managing day-to-day operations.ResponsibilitiesHandle all inbound calls and represent Invesco in a professional mannerEstablish and build rapport with customers by engaging in conversations that educate them on Invesco products and servicesApply internal policies, procedures, external legislation and regulations in accordance with stated guidelinesEvaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashionAccept full ownership and accountability for the resolution of customer needs from start to finishUtilize different computer applications to access account information and reference materialsUpdate account specific transactions on customer accounts ensuring completeness and accuracyMaintain a current understanding of required internal information as well as related market or industry news and eventsUnderstand broader business issues and proactively seek opportunities to add value to our customers and distribution partnersMeet or exceed departmental quality standards and job related performance targetsWork closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectivesSuccessfully complete external and or internal industry related courses as requiredSkillsExcellent working knowledge of PC applications such as MS word, MS outlook and webbased technologyA thorough understanding of customer service and contact center dynamicsFinancial service/mutual fund knowledge or experience a definite assetExcellent verbal and written communication skillsAbility to work with minimal supervisionThe ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customersHigh school diploma or GED requiredPost-secondary education an assetBenefitsHybrid working environmentRRSP ContributionsHealth & Wellness BenefitsWork flexibility ProgramsParental Leave BenefitsStudy SupportCompany OverviewInvesco Ltd. It was founded in 1981, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://www.invesco.com.
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