CA Representative
Invesco · Hyderabad · onsite · Posted 40d ago
Undisclosed1–2 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Description Your Role
- Analyze, research, and process client requests in accordance with established procedures, utilizing internal resources and multiple systems to ensure accuracy, quality, and timely completion of work.
- Evaluate inquiries, exceptions, rejected transactions, and service-related issues to determine priority, urgency, and appropriate resolution while exercising sound judgment and decision-making.
- Conduct account research, process financial and non-financial transactions, and coordinate with internal teams as needed to resolve requests accurately and within established service standards.
- Assess client requests, interpret procedural guidelines, and determine appropriate processing actions while ensuring adherence to departmental policies, controls, and service standards.
- Take ownership and accountability for assigned work, proactively escalating critical issues, risks, or concerns when appropriate.
- Monitor and maintain quality, productivity, efficiency, and turnaround standards established by the department, while continuously incorporating feedback to improve performance and reduce errors.
- Document inquiries, complaints, resolutions, and communication activities accurately and thoroughly in accordance with recordkeeping and compliance requirements.
- Initiate outbound communications, where required, to obtain information, clarify requests, or facilitate issue resolution, ensuring all interactions are appropriately documented.
- Contribute to team goals, operational excellence initiatives, process improvements, daily team forums, and departmental projects that enhance service delivery and efficiency.
- Maintain and enhance subject matter expertise through ongoing learning, training, and cross-skilling opportunities to support evolving business and client needs.
- Collaborate effectively with team members, management, trainers, coordinators, onshore partners, and other business areas to support operational objectives and deliver a high-quality client experience.
- Perform other duties and responsibilities as assigned.
- Basic understanding of the mutual fund industry and mutual fund terminology.
- Financial services knowledge.
- 1-2 years of work experience from a similar industry, customer service environment, or transaction processing.
- Strong communication skills.
- Ability to grasp new concepts quickly and take ownership of self-development.
- Ability to contribute to team and process improvement initiatives, including daily MDIs and departmental projects.
- Experience handling customer requests and processing financial and non-financial transactions on behalf of internal clients.
- Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
- Strong reasoning and problem-solving skills.
- Ability to learn from feedback and apply new learning to improve work quality and reduce errors.
- Proficiency with keyboarding and computer fundamentals in a Windows environment.
- Basic mathematical skills.
- Postgraduate degree or MBA in Finance preferred.
- Minimum 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, and undergraduate studies.
The above information is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, or 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.
Full Time / Part Time Full time
Worker Type Employee
Job Exempt (Yes / No) No
Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
Sourced from naukri
Skills
Customer Serviceservice deliverytransaction processingInvestment managementOutboundProcess ImprovementHTMLmedical insuranceResearchCommunication SkillsInvestment StrategiesFinancial ServicescompliancefinanceArtificial Intelligence
About Invesco
Invesco
Financial Services
1.3k+
employees
1935
91 years old
Atlanta, Atlanta
United States (USA)
About
Invesco specializes in asset management, focusing on mutual funds and investment portfolios to cater to individual and institutional investors.
Industries
Financial Services
Employee ratings
489 reviews
3.7/ 5
Culture
3.5
Career growth
2.9
Work-life
3.8
Employees rate it well for
Work Life Balance108Work Culture69Senior Management57Salary42Career Growth40
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