As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Job Purpose (Job Summary) :
The Client Administration Representative is responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. You will monitor the quality and timeliness of service delivery to customers to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks.
Key Responsibilities / Duties :
- Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work.
- Evaluates problems and situations to determine importance and urgency.
- Conducts research and processes adjustments, when necessary, independently or with other departments to the mutual satisfaction of the client and Invesco.
- Fully documents and forwards complaint items for permanent filing
- Performs detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors quality and timeliness of resolution so that it meets our standards.
- Places outbound calls/queries as needed to obtain information and provide solutions to the client, appropriately documents the phone call/communication.
- Utilizes computer applications to access account information and reference materials. Enter financial and non-financial transactions and verify completeness and accuracy of work.
- Performs other duties as assigned.
Work Experience / Knowledge :
- Proficiency with keyboarding and computer fundamentals in a Windows environment
- Basic mathematical skills necessary
- Ability to grasp and apply concepts and new training as and when trained on new work.
- Contribute to team and process improvement by actively participating in daily MDIs and working on initiatives/projects as and when there is an opportunity.
- Experience in handling customer requests, processing financial and non-financial transactions on behalf of internal clients.
Skills / Other Personal Attributes Required :
- Strong communication skills
- Meet and exceed team quality, productivity and efficiency standards as defined from time to time.
- An ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions.
- Strong reasoning skills and an aptitude for problem solving.
- Ability to cooperate in a team environment.
- Ability to work under minimal supervision.
- Taking complete ownership and accountability for assigned work and always keeping team management on critical work keeping client s interest in mind
- Learning from feedback mechanisms and incorporating new learning to improve quality of work thereby eliminating errors
- Follow departmental policies and procedures as laid out from time to time.
Formal Education :
Post Graduate MBA Finance preferred.
Why Invesco
What s in it for you?
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Job Purpose (Job Summary) :
The Client Administration Representative is responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. You will monitor the quality and timeliness of service delivery to customers to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks.
Key Responsibilities / Duties :
- Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work.
- Evaluates problems and situations to determine importance and urgency.
- Conducts research and processes adjustments, when necessary, independently or with other departments to the mutual satisfaction of the client and Invesco.
- Fully documents and forwards complaint items for permanent filing
- Performs detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors quality and timeliness of resolution so that it meets our standards.
- Places outbound calls/queries as needed to obtain information and provide solutions to the client, appropriately documents the phone call/communication.
- Utilizes computer applications to access account information and reference materials. Enter financial and non-financial transactions and verify completeness and accuracy of work.
- Performs other duties as assigned.
Work Experience / Knowledge :
- Proficiency with keyboarding and computer fundamentals in a Windows environment
- Basic mathematical skills necessary
- Ability to grasp and apply concepts and new training as and when trained on new work.
- Contribute to team and process improvement by actively participating in daily MDIs and working on initiatives/projects as and when there is an opportunity.
- Experience in handling customer requests, processing financial and non-financial transactions on behalf of internal clients.
Skills / Other Personal Attributes Required :
- Strong communication skills
- Meet and exceed team quality, productivity and efficiency standards as defined from time to time.
- An ability to make quick decisions, establish priorities and concentrate on detailed information sometimes under stressful conditions.
- Strong reasoning skills and an aptitude for problem solving.
- Ability to cooperate in a team environment.
- Ability to work under minimal supervision.
- Taking complete ownership and accountability for assigned work and always keeping team management on critical work keeping client s interest in mind
- Learning from feedback mechanisms and incorporating new learning to improve quality of work thereby eliminating errors
- Follow departmental policies and procedures as laid out from time to time.
Formal Education :
Post Graduate MBA Finance preferred.
Why Invesco
What s in it for you?
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
