Invesco

Overview

The Client Admin Representative will work within the North American Transfer Agency team to process mutual fund shareholder written requests, analyze transactions, and ensure compliance with regulatory guidelines in a fast-paced environment.

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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.

Requirements & Eligibility

• High School Diploma or equivalent required
• Bachelor's degree preferred
• Previous experience in financial services is a plus
• Prior work experience in a customer service environment is preferred
• Strong communication skills
• Ability to make quick decisions and establish priorities
• Strong reasoning and problem-solving skills
• Proficiency with keyboarding and computer fundamentals in a Windows environment

Key Responsibilities

• Uphold all operational procedures and suggest improvements for processes and controls
• Analyze complex transactions, ensuring compliance with regulatory and procedural guidelines
• Guide other departments and shareholders to ensure processing items meet regulatory and procedural guidelines
• Occasionally make outbound calls to gather information and provide client solutions
• Assess problems and situations for their importance and urgency
• Conduct independent research and process adjustments
• Document and forward complaint items for permanent filing
• Monitor service delivery quality and timeliness to customers