Client Administration Representative

Job Description

About Invesco :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. About Invesco IT: Do you like working with top IT professionals where everyone has an opportunity to collaborate, share ideas and work on leading-edge technologies Do you thrive in an environment where you are part of a team implementing innovative technology solutions for clients and employees Invesco s IT team is a global organization with 1300+ employees working together to serve the business. We value everyone s ideas and input and provide opportunities to develop skills. If this sounds like a team you want to be a part of, read on to learn more about the opportunity to join us. Job Purpose (Job Summary):Under general supervision responsible for analyzing and processing mutual fund shareholders written requests. Clients supported include internal customers, financial intermediaries and individual shareholders. Representatives will utilize multiple systems to research, process, and analyze shareholder requests.Key Responsibilities/ Duties:

• Adheres to all operational procedures and offers suggestions for process and/or control improvements.
• Analyzes transactions ensuring items are in good order with respect to regulatory and procedural guidelines.
• Directs other departments as well as shareholders to ensure all items presented for processing meet regulatory and procedural guidelines.
• Evaluates problems and situations to determine their importance and urgency. Conducts research and processes adjustments when necessary independently or in concert with other departments to the mutual satisfaction of the client and Invesco. Takes appropriate action for the client after the issue has been resolved.
• Fully documents and forwards client complaint items for permanent filing.
• Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction by accepting full accountability for an item until resolved.
• Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution so that it meets departmental standards. Works with other departments when necessary to resolve items.
• Records comments on items with regards to research performed, financial and non-financial transactions processed and to provide an accurate and clear audit trail.
• Acts in a professional, timely, and empathetic manner to written inquiries from internal and external clients.
• Stays current with all products, fund changes, fraud warnings, regulatory changes and all other policy and procedure changes that impact responsibilities of the position. Utilizes multiple computer applications to access account information and reference materials. Analyzes and processes financial and non-financial transactions and verifies completeness and accuracy of work.
• Processes incoming mail requests including, but not limited to; new accounts, purchases redemptions, transfers, exchanges, and maintenance.
• Performs other duties as needed.

Work Experience/Knowledge:

• Financial services experience a plus.
• Work experience in customer service environment preferred.

Specialized Skills:

• Strong communication skills.
• 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.
• Proficiency with keyboarding and computer fundamentals in a Windows environment.
• Basic mathematical skills necessary.

Formal Education:

• MBA Finanace.

License/Registration /Certification:NoneCompetency Requirements - Invesco Core: Refer to IPMP manual for competence descriptions

• Thinks ahead and makes fact-based decisions
• Passion for excellence through strong execution
• Collaborates and builds trusting relationships
• Communicates effectively and respectfully
• Promotes innovation and continuous improvement

Working Conditions:

• Normal office environment with little exposure to excessive noise, dust, or temperatures.
• The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.
• Frequent sitting.
• Normally works a regular schedule of hours; however, hours may vary depending upon the project or assignment.
• Hours may include evenings, weekends or overtime.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.,

Keyskills :
global investment managementcustomer serviceservice deliveryfinancial servicestechnology solutionsinvestment management