Chairman's Council Team Lead

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

About the Team:

Our team plays an important role in delivering a high-quality experience to our clients while supporting the day-to-day operations of the Transfer Agency business. We are a collaborative, service-focused group that values accuracy, accountability, and continuous development. Team members work closely together to resolve complex issues, share knowledge, and ensure associates have the guidance and resources they need to succeed. This is an environment where experienced professionals can make an impact by supporting clients while also coaching and developing others.

About the Role:

Reporting to a supervisor, the primary function of this role is to support business needs, by assisting with workflow and in the development of associates within the department. This position plays a key role in assisting new associates in the transition from training to a fully functional representative. The position develops associates by giving feedback, coaching, and mentoring, and by delivering additional division or work-group specific training. The role acts in a leadership and administrative capacity as a liaison between various Transfer Agency departments and both internal and external customers in an effort to facilitate open effective communication. Works with minimal supervision and applies industry and company knowledge in handling more difficult situations. This position acts as a resource and provides technical assistance to representatives while assisting the supervisor in providing leadership to the team.

Responsibilities of the Role:

• Serves as a resource for questions, problem solving, and additional information.
• Supports department in accordance with business needs, performing transaction processing/answering calls to assist with the workload when needed.
• Delivers division or work group specific training for representatives.
• Provides feedback to representatives via call calibrations, quality sampling, and evaluations. Based on observations, gives associates feedback on areas for improvement.
• Accepts full accountability for items and follows up according to department standards until the answer is provided to the client, regardless of functions delegated to other departments.
• Responds in a professional and empathetic manner to inquiries from internal and external customers.
• Accepts and handles problem calls transferred by representatives requiring escalated attention or consideration.
• Understands and communicates when exceptions to the standard policies and procedures need to be made and initiates them.
• Assists supervisor with development of representatives including call monitoring, quality sampling, and providing feedback to as to progress and development.
• Initiates research and facilitates problem resolution through inquiry and cooperation with other departments.
• Makes suggestions to improve current processes or procedures.
• Performs other duties as assigned.

Requirements of the Role:

• Prior financial services experience is required.
• One or more years of experience as a representative preferred for this position.
• Prior experience in a role where strong customer service, system manipulation, and data entry skills were demonstrated required.

The range for this role in PEI is 53,000-55,000.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

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 more easily, and support each other’s growth and development.

What’s in it for you?

Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:

• Hybrid working environment

• RRSP Contributions

• Health & Wellness Benefits

• Work flexibility Programs

• Parental Leave Benefits

• Study Support

The 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 [email protected] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.