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
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):
Working within a fast paced environment, the Problem Resolutions Representative will be responsible for delivering exceptional customer service to both our internal /external customer base. Main responsibilities include analyzing, researching, and taking the initiative for resolving issues and problems in a proactive and professional manner. With the use of various applications, the candidate will also be responsible for reviewing, and verifying client accounts with pertinent financial and non-financial information in a timely manner.
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
Handle problem resolution items.
Make proactive calls or send faxes for requests that are not in good order or require clarification.
Take initiative to identify any day to day issues encountered, i.e. System, workflow and procedural.
Demonstrate strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations.
Highly diligent in understanding customer requirements.
Review incoming documents for completeness by making reference to specific guidelines.
Ensure that all requests are handled accurately and in a timely manner.
Work closely with other departments and representatives to build, reinforce and maintain the existing business.
Foster teamwork and maintain high team morale.
Work Experience / Knowledge: 3+ years mutual fund experience.
CSC, IFIC, other industry-related courses an asset.
Knowledge of an imaging system an asset.
Windows NT experience.
Familiarity with a variety of mutual fund requests preferred.
Skills / Other Personal Attributes Required: Excellent written and verbal communication skills.
Proven customer service representative competence.
Able to work with minimal supervision.
Telephone experience is mandatory.
Formal Education: (minimum requirement to perform job duties) Post-secondary education strongly preferred.
Working Conditions: Overtime and shift work are 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 email@example.com or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
Industry: Financial Services and Banking
Job Function: Administrative and Clerical