CA Representative

Job Description

This job is with Invesco, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

As one of the world&aposs 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 you&aposre 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&aposs 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.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other&aposs identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What&aposs in it for you

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Our Benefit Policy Includes But Not Limited To

- Competitive Compensation
- Flexible, Hybrid Work
- 30 days&apos 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

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.

To Know More About Us

About Invesco: https://www.invesco.com/corporate/en/home.html

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/

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