CA Representative

Invesco
Hyderabad
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: mastersSkills: ["Communication","Reasoning","Problem-solving","Ownership","Process improvement"]

Analyze, research, and process client requests for mutual fund transactions using internal resources and multiple systems. Triage inquiries, exceptions, and rejected transactions to determine priority and resolution, while coordinating with internal teams as needed. Ensure compliance with departmental policies and service standards, document activity accurately, and maintain quality and turnaround through continuous feedback, learning, and process improvement.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Invesco
Invesco
20 hours ago

CA Representative

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Analyze, research, and process client requests for mutual fund transactions using internal resources and multiple systems. Triage inquiries, exceptions, and rejected transactions to determine priority and resolution, while coordinating with internal teams as needed. Ensure compliance with departmental policies and service standards, document activity accurately, and maintain quality and turnaround through continuous feedback, learning, and process improvement.
Location: Hyderabad
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Analyze, research, and process client requests accurately and on time using internal systems.
  • •Evaluate inquiries, exceptions, and service-related issues to determine urgency and appropriate resolution.
  • •Conduct account research and process financial and non-financial transactions, coordinating with internal teams as needed.
  • •Assess procedural guidelines and ensure actions comply with departmental policies, controls, and service standards.
  • •Document inquiries and resolutions and initiate outbound communications to clarify requests when required.

Pay and Benefits

Perks:Hybrid WorkAnnual LeaveLife InsuranceHealth InsuranceRetirementEquityStudy Support

Key Requirements

  • •Basic understanding of the mutual fund industry and mutual fund terminology.
  • •Financial services knowledge.
  • •Work experience in a customer service environment.
  • •Experience handling customer requests and processing financial and non-financial transactions on behalf of internal clients.
  • •Strong communication and reasoning skills, with the ability to prioritize and make quick decisions under pressure.
Experience:Financial servicesMutual fundsCustomer service
Education:Master's in Finance
Skills:CommunicationReasoningProblem-solvingOwnershipProcess improvement
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