Client Relations Representative Job Description

Client Relations Representative Job Description Template

Our company is looking for a Client Relations Representative to join our team.

Demonstrating strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations;
Responsible for tracking, reporting and developing solutions to achieve optimal results;
Work closely with other departments and representatives to build, reinforce and maintain existing business and relationships;
Responsible for handling all incoming calls and providing excellent client service;
Responsible for all administrative client service issues. (i.e., commission rebates, rejected trades, problem resolution);
Other duties as assigned;
Ensure all information requested by the investors / sales representative is forwarded on a timely basis;
Highly diligent in understanding customer requirements;
Responsible for keeping up-to-date on current events;
Educating our clients on all Invesco products and services and industry trends;
Post-secondary education, strongly preferred;
CSC or other industry related-courses, an asset;
Investment Funds in Canada Course(Note: If not completed at time of hire, must obtain within prescribed period of time).