Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of December 31, 2017)
Job Purpose (Job Summary):
Under general supervision, responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. Utilizes computer system to access account information, reference materials, and the letter writing function. Monitors the quality and timeliness of service delivery to customers in order 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 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, then responds to the appropriate client after the issue has been resolved.
Fully documents and forwards 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 our standards.
Works with other departments when necessary to resolve items.
Places outbound calls as needed to obtain information and provide solutions to the client, appropriately documents the phone call.
Records comments on items with regards to research, newly obtained information or phone calls.
Responds in a professional, timely, and empathetic manner to both telephone and written inquiries from internal and external clients.
Stays current with all products, fund changes, fraud warnings, and all other policy and procedure changes that could affect one's ability to produce quality work.
Utilizes computer applications to access account information and reference materials. Enters financial and non-financial transactions and verifies completeness and accuracy of work.
Performs other duties as assigned.