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Trainee, NATA

0.00 to 2.00 Years   Hyderabad   01 Feb, 2021
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaAdministration / Facility / Transport
EmploymentTypeFull-time

Job Description

  • 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
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: Diploma/Bachelor s Degree or equivalent work experienceThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible, and accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.Client Administration RepresentativeJob ID: 25667 Location: Charlottetown, PEInvesco is one of the world s leading global investment managers, entrusted with managing $1.2 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of May 31,2019)Job Purpose (Job Summary): 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
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: Diploma/Bachelor s Degree or equivalent work experienceThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible, and accommodation is provided. Please contact us at accessibility@invesco.ca or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.,

Keyskills :
mail sortingservice deliveryreasoning skillsglobal investmentclient administrationdrawretaildesignaccesswindowswritingresearchoutbound

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