Customer Service Representative

Department Summary

The Enterprise Service Center is committed to providing the highest level of service to our client base. Our focus is providing accurate information, excellent service and enduring solutions which will enhance customer loyalty and retention. 

Position Summary

Working within a fast paced environment, you will be responsible for delivering exceptional customer service to both our internal and external customer base. You are a highly motivated, professional and energized individual who is able to develop value-added solutions to ensure our customers' needs are exceeded. You must be able to build strong relationships and maximize customer loyalty by providing accurate and timely service. Using various computer applications, you will be responsible for analyzing, researching and taking proactive initiative to respond to customer needs, questions and requirements. 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.

Specific Accountabilities

• Handle all inbound calls and represent Invesco in a professional manner.
• Establish and build rapport with customers by engaging in conversations that educate them on Invesco products and services.
• Apply internal policies, procedures, external legislation and regulations in accordance with stated guidelines.
• Evaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashion.
• Accept full ownership and accountability for the resolution of customer needs from start to finish.
• Utilize different computer applications to access account information and reference materials.
• Update account specific transactions on customer accounts ensuring completeness and accuracy.
• Maintain a current understanding of required internal information as well as related market or industry news and events.
• Understand broader business issues and proactively seek opportunities to add value to our customers and distribution partners.
• Meet or exceed departmental quality standards and job related performance targets.
• Work closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectives.
• Successfully complete external and or internal industry related courses as required.

Requirements 

• High school diploma required
• A thorough understanding of customer service and contact center dynamics
• Financial service/mutual fund knowledge or experience a definite asset
• Excellent verbal and written communication skills
• Ability to work with minimal supervision
• Excellent working knowledge of PC applications such as MS word, MS outlook and web-based technology 
• The ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customers.

Environment / Opportunities
 
Invesco, one of the world's largest independent investment management companies, which operates its retail businesses as AIM Trimark in Canada and Invesco AIM in the United States. Charlottetown PEI, is one of our key Global Enterprise Centres.

Our vision is to have a world-class organization that makes continuous improvements in service, quality and costs with consistent practices, policies and procedures across Invesco. This will enable us to run our business more efficiently to better serve our clients, respond faster to opportunities and take greater advantage of our size and scale. We would look forward to your being a part of this future.
 
Interested applicants please forward your resume to:  resumes@invesco.com.

Please quote competition number CSR0708-CB.