Client Administration Representative

Invesco; Charlottetown; On-site; CAD 42,000 - 52,000; Full time

Job summary

Invesco is seeking a detail‑oriented Client Administration professional to analyze and process mutual fund shareholder requests. You'll work in a fast-paced environment supporting internal clients, financial intermediaries, and individual shareholders.

Using several software systems, you will research, resolve issues, and ensure timely processing of mail, calls, and electronic instructions. You bring strong communication skills, the ability to prioritize under pressure, and a proactive mindset

Qualifications

• Experience in financial services is a plus.
• Experience in a customer service environment is preferred.
• 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.
• High School Diploma or equivalent required.
• Bachelor’s degree preferred but not required.

Responsibilities

• Uphold all procedural controls and suggest improvements.
• Analyze complex transactions for regulatory and procedural compliance.
• Guide other departments and shareholders to ensure items meet guidelines.
• Occasionally make outbound calls to gather information and provide client solutions.
• Assess problems for importance and urgency.
• Conduct independent research and adjust processes as needed.
• Document and forward complaint items for filing.
• Monitor service delivery quality and timeliness to customers.
• Evaluate inquiries and rejected transactions in detail and act accordingly.
• Collaborate with other departments as needed.
• Record comments on research and transactions to provide an audit trail.
• Respond professionally to written inquiries from clients.
• Stay updated with product and policy changes affecting responsibilities.
• Use multiple applications to access account information.
• Process incoming mail requests: new accounts, purchases, redemptions, transfers, exchanges, maintenance.
• Perform other duties as needed.

Skills

Customer service

Strong communication

Decision making

Attention to detail

Teamwork

Problem solving

Keyboarding

Education

High School diploma

Bachelor’s degree preferred

Job description

Your Team
Join Invesco’s Client Administration team, a crucial part of the North American Transfer Agency. We’re dedicated to serving Invesco’s US retail mutual fund clients, meticulously assessing written instructions received via mail, fax, and upload. Our core duty is to process transactions and update client accounts. If you have a keen eye for detail and thrive in a structured, steady-paced environment, our team is the place for you.

Your Role

Working within a fast-paced and welcoming environment, you will be tasked with analyzing and processing mutual fund shareholders’ written requests. Our strong culture and consistent track record of promoting from within ensure that you will have ample opportunities for growth and development. You’ll be supporting a range of clients, including internal customers, financial intermediaries, and individual shareholders. 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.

• You Will Be Responsible For:
  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 as needed to gather information and provide client solutions, documenting the call appropriately.
• Assess problems and situations for their importance and urgency.
• Conduct independent research and process adjustments when necessary, working with other departments to ensure client satisfaction.
• Document and forward complaint items for permanent filing.
• Monitor service delivery quality and timeliness to customers, taking full accountability for items until resolved.
• Evaluate inquiries and rejected transactions in detail, taking appropriate action for each item and monitoring resolution quality and timeliness to meet departmental standards.
• Collaborate with other departments when necessary.
• Record comments on items regarding research performed, transactions processed and provide a clear audit trail.
• Respond professionally, timely, and empathetically to written inquiries from internal and external clients.
• Stay updated with all products, fund changes, fraud warnings, regulatory changes, and other policy and procedure changes that impact the responsibilities of the position.
• Use multiple computer applications to access account information and reference materials.
• Analyze and process financial and non-financial transactions and verify work completeness and accuracy.
• Process incoming mail requests including new accounts, purchases, redemptions, transfers, exchanges, and maintenance.
• Perform other duties as needed

The Experience You Bring:

• 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, 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.
• High School Diploma or equivalent required.
• Bachelor’s degree preferred but not required.

Tagged as: 14201

Languages:

• English