CA Representative

Invesco
Hyderabad
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Ownership","Problem-solving","Reasoning","Decision-making"]

Analyze, research, and process client requests and transactions in line with established procedures. Review inquiries, exceptions, and service issues to determine priority and resolution while following departmental policies and controls. Conduct account research, document requests and outcomes, and perform outbound communications as needed. Track quality, productivity, and turnaround standards, improve processes with the team, and maintain subject matter expertise through continuous learning.

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FursaFursa
Invesco
Invesco
3 days ago

CA Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Analyze, research, and process client requests and transactions in line with established procedures. Review inquiries, exceptions, and service issues to determine priority and resolution while following departmental policies and controls. Conduct account research, document requests and outcomes, and perform outbound communications as needed. Track quality, productivity, and turnaround standards, improve processes with the team, and maintain subject matter expertise through continuous learning.
Location: Hyderabad
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Analyze, research, and process client requests using internal resources and multiple systems to ensure accuracy, quality, and timely completion.
  • •Evaluate inquiries, exceptions, rejected transactions, and service issues to set priority, urgency, and resolution using sound judgment.
  • •Conduct account research and process financial and non-financial transactions; coordinate with internal teams to resolve requests within service standards.
  • •Document inquiries, complaints, resolutions, and communications accurately in line with recordkeeping and compliance requirements.
  • •Monitor quality, productivity, efficiency, and turnaround; escalate critical issues and contribute to process improvements and team objectives.

Pay and Benefits

Equity and Bonus:Equity
Perks:Life InsuranceHealth InsuranceRetirementAnnual LeaveStudy SupportMaternity LeavePaternal LeaveEquity

Key Requirements

  • •Basic understanding of the mutual fund industry and mutual fund terminology.
  • •Financial services knowledge and 1–2 years of work experience in a similar industry, customer service environment, or transaction processing role.
  • •Experience handling customer requests and processing financial and non-financial transactions for internal clients.
  • •Ability to follow departmental policies and procedures and handle inquiries accurately with attention to detail.
  • •Postgraduate degree or MBA in Finance preferred (postgraduate; minimum education through undergraduate studies is referenced).
Education:Bachelor's in Finance
Skills:CommunicationOwnershipProblem-solvingReasoningDecision-making
Tech Stack:Windows

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn