Client Relations Representative Job

Your Team
The Client Relations department is committed to providing a “customer first” culture at all levels.
We are also committed to delivering the highest level of quality service to our Canadian client
base while maintaining costs at a reasonable level. Our focus is putting the Interest of our client’s
first and building stronger relationships, which will foster customer loyalty. We also believe
strongly in offering value added services that exceed expectations with all contacts.
Your Role
Working within a fast-paced environment, the Client Relationship Representative will be
responsible for delivering exceptional customer service to both our internal / external customer
base. The candidate must be able to build strong relationships and maximize customer loyalty by
providing “best in class” customer service. With the use of various applications, the candidate
will be responsible for analyzing, researching and taking the initiative for resolving issues and
problems in a proactive manner.
You Will Be Responsible For:
 Receiving all inbound calls and representing Invesco in a professional manner across all
media types
 Establishing and building rapport with customers by engaging in conversations that
educate them on Invesco products and services.
 Develop and offer business building ideas to enable our client base to become more
efficient in the way they do business with Invesco
 Work closely with other departments and representatives to build and maintain existing
business and relationships
 All administrative client service issues (i.e., rejected trades, problem resolution)
 Ensure all information requested by clients is forwarded on a timely basis
 Highly diligent in understanding customer requirements
 Meeting or exceeding departmental quality standards and job-related performance
targets
 Demonstrating strong multi-tasking skills while still being accessible to our client base by
performing the day-to-day operations
The Experience You Bring:
 Passion for delivering an exceptional client experience
 Strong desire to learn and grow in the investment management industry
 Thrive in a workplace culture that promotes diversity and teamwork
 Strong verbal and written communication skills
 Analytical and critical thinking skills to solve client problems
 Post-secondary education, strongly preferred
What’s in it for you?
 Hybrid working environment
 RRSP Contributions
 Health & Wellness Benefits
 Work flexibility Programs
 Parental Leave Benefits
 Study Support

 Passion for delivering an exceptional client experience
 Strong desire to learn and grow in the investment management industry
 Thrive in a workplace culture that promotes diversity and teamwork
 Strong verbal and written communication skills
 Analytical and critical thinking skills to solve client problems
 Post-secondary education, strongly preferred

Health/Dental Benefits, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance