Client Services Representative Job Charlottetown area,PEI Canada,Customer Service/HelpDesk

Description

About the Department/Team:

The Enterprise Service Center is committed to providing the highest level of service to our North American retail client base. Our focus is providing accurate information, excellent service and enduring solutions which will enhance customer loyalty and retention. The Client Services department focus is to deliver this quality service to our US clientele while maintaining our service delivery commitments in order to guarantee customer satisfaction.

We consistently put our client’s interests first by finding opportunities to offer above standard behaviors which exceed expectations. In all of our dealings with our internal and external clients we are striving to support the Invesco brand as well as build relationships with these individuals.

About the Role:

Working within a fast-paced and welcoming environment, you will be responsible for delivering exceptional customer service to both our internal and external customer base. Our strong culture and consistent track record of promoting from within ensure that you will have ample opportunities for growth and development. 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.

Responsibilities of the Role:

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 for the Role:

Excellent working knowledge of PC applications such as MS word, MS outlook and webbased technology

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

The ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customers.

High school diploma or GED required.

Post-secondary education an asset

The salary range for this position in Charlottetown is $40,000 base/year. The total compensation offered for this position includes salary and incentive pay.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate…


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