Representative I - Invesco - Houston, TX
Under general supervision, responsible for working with internal customers, financial intermediaries, and shareholders in writing, to fully meet and exceed their needs. Utilizes computer system to access account information and reference materials. Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction. This can include identifying and processing 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 situations to determine their importance. Conducts research and processes adjustments independently or in concert with other
departments to the satisfaction of the client and Invesco. Responds to 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 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.
Records comments on items with regards to research, newly obtained information or phone calls.
Responds in a professional, timely, and empathetic manner to 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.
Processes incoming mail requests including, but not limited to; new accounts, redemptions, transfers, exchanges, and maintenance.
Performs other duties as assigned.
Qualifications
Work Experience / Knowledge:
Financial services experience a plus.
Work experience in customer service environment preferred.
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.
Proficiency with keyboarding and computer fundamentals in a Windows environment.
Basic mathematical skills necessary.
Formal Education:
High School Diploma or equivalent required.
Bachelor's degree preferred, but not required.
Representative I - Invesco - Houston, TX
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