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. Join Invesco's Client Administration team, a crucial part of the North American Transfer Agency. We're dedicated to serving Invesco's US retail mutual fund clients, meticulously assessing written instructions received via mail, fax, and upload.

Our core duty is to process transactions and update client accounts. You'll be supporting a range of clients, including internal customers, financial intermediaries, and individual shareholders. Using various computer applications, you will be responsible for analyzing, researching, and taking proactive initiative to respond to customer needs, questions, and requirements.

Uphold all operational procedures and suggest improvements for processes and controls. Analyze complex transactions, ensuring compliance with regulatory and procedural guidelines. Guide other departments and shareholders to ensure processing items meet regulatory and procedural guidelines.

Document and forward complaint items for permanent filing. Monitor service delivery quality and timeliness to customers, taking full accountability for items until resolved. Evaluate inquiries and rejected transactions in detail, taking appropriate action for each item and monitoring resolution quality and timeliness to meet departmental standards.

Stay updated with all products, fund changes,



fraud warnings, regulatory changes, and other policy and procedure changes that impact the responsibilities of the position. Use multiple computer applications to access account information and reference materials. Analyze and process financial and non-financial transactions and verify work completeness and accuracy.

Process incoming mail requests including new accounts, purchases, redemptions, transfers, exchanges, and maintenance. Prior work experience in a customer service environment is preferred. Proficiency with keyboarding and computer fundamentals in a Windows setting.

High School

Diploma or equivalent required. Bachelor's degree preferred but not required. Full Time / Part Time Full time 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.

Parental Leave Benefits Study Support

If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. ca or 1.(phone hidden) to let us know if you require accommodation for an interview due to a disability. #

📌 Customer Service Administrator, Administration - Perm/Full Time (Charlottetown)
🏢 Invesco
📍 Charlottetown