Client Administration Representative(Job Number: 22602)

Charlottetown, Canada
Main Location
Atlanta, GA, United States
Open jobs

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 as needed to obtain information and provide solutions to the client, appropriately documents the phone call
  • 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
Qualifications

Work Experience / Knowledge:

  • Proficiency with keyboarding and computer fundamentals in a Windows environment
  • Basic mathematical skills necessary

Skills / Other Personal Attributes Required:

  • 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

Formal Education: (minimum requirement to perform job duties)

  • Diploma/Bachelor’s Degree or equivalent work experience
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