Job Board

Client Relations Representative

Company:
Invesco
Company Info:

As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Location:
Toronto and Charlottetown, ON or PEI
Posting Closing Date:
December 29, 2021
Employment Type:
Full-time
Contract Type:
Permanent
Job Description:

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.

Job Responsibilities:

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.

You will be responsible for:

  • 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
Qualifications:
  • Post-secondary education, strongly preferred
  • CSC or other industry related-courses, an asset
  • 6 months to 2 years financial services experience, 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)

Please note: this role will require you to work within the hours of 8am to 8pm Monday through Friday.

How to Apply:

Req #: 28917

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Additional Information:

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:

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

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's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.