Client Relationship Representative

Client Relationship Representative
Employment type: Full-time
INVESCO CANADA LTD
City: Charlottetown
Last visit: 2014-09-29
Author's ads: 1

Posted: 2014-09-29

Description:

With a history of three decades supporting Canadians, Invesco operates in Canada

under the Trimark, Invesco and PowerShares product brands. Invesco Ltd. is a leading

independent global investment manager, dedicated to helping investors worldwide

achieve their financial objectives. By delivering the combined power of our distinctive

investment management capabilities, Invesco provides a wide range of investment

strategies and vehicles to our retail, institutional and high-net-worth clients

around the world. Operating in more than 20 countries, the company is listed on

the New York Stock Exchange under the symbol IVZ. Additional information is available

at www.invesco.com

 

Client Relationship Representative (PEI13780

Description

 

Please note, the start date for this position is Friday, October 3, 2014

 

 

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.

Job Purpose (Job Summary):

The Client Relations department is committed to providing a “customer first” culture at all levels. We are also committed to delivering the highest level of quality service to our client base while maintaining costs at a reasonable level. Our focus is putting the Interest of our client’s first and building stronger relationships, which will foster customer loyalty. We also believe strongly in offering value added services that exceed expectations with all contacts. The Client Relations department’s focus with all contacts is to identify opportunities to build stronger relationships, enhance operational efficiencies and reduce costs with our distribution partners through the following mediums: face to face client interaction, phone, email, letters, fax, and client walk-ins by professional Relationship Managers and Client Facing personnel. In all of our dealing with our internal and external client base we are continuously striving to move our business forward as well as retain and attract assets.

Working within a fast paced environment, the Client Relationship Representative will be responsible for delivering exceptional customer service to both our internal / external customer base. This highly motivated and energized individual will professionally develop value-added creative solutions to serve our customers’ needs using such techniques as Service with Integrity. The candidate must be able to build strong relationships and maximize customer loyalty by providing “best in class” customer service. With the use of various applications, the candidate will be responsible for analyzing, researching and taking the initiative for resolving issues and problems in a proactive manner. Extensive involvement in day-to-day operations, as well as the ability to develop positive working relationships with other departments will also be a key component of this position.

Key Responsibilities / Duties:

Responsible for representing Invesco in a professional manner across all media types (i.e by phone, through written and e-mail communication and web material)

Educating our clients on all Invesco products and services and industry trends.

Responsible for developing and offering business building ideas to enable our client base to become more efficient in the way they do business with Invesco

Responsible for handling all incoming calls and providing excellent client service

Responsible for keeping up-to-date on current events

Work closely with other departments and representatives to build, reinforce and maintain existing business and relationships

Responsible for all administrative client service issues. (i.e commission rebates, rejected trades, problem resolution)

Ensure all information requested by the investors / sales representative is forwarded on a timely basis

Highly diligent in understanding customer requirements

Responsible for tracking, reporting and developing solutions to achieve optimal results

Demonstrating strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations

Other duties as assigned

Qualifications

 

Work Experience / Knowledge:

6 months to 2 years financial services experience, an asset

Bilingualism (English / French an asset

Skills / Other Personal Attributes Required:

Working knowledge of MS Word, Outlook and web-based technologies

Formal Education: (minimum requirement to perform job duties)

Post-secondary education, strongly preferred

Investment Funds in Canada Course (Note: If not completed at time of hire, must obtain within prescribed period of time)

License/Registration/Certification: (minimum requirement to perform job duties)

CSC or other industry related-courses, an asset

Working Conditions:

We require that you be available to work shifts between the hours of 9AM to 9PM, Monday to Friday. Overtime may be required

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.

Invesco is 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 accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

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Career Level: Entry Level

Years of Relevant Experience: Any

Industry: Financial Services and Banking

Job Function: Customer Service