Great Notch to your resumé, but that’s about it - Client Service Representative Invesco Employee Review

2.0
Jul 5, 2021
Recommend
CEO approval
Business outlook

Pros

Invesco took care of its employees during the Covid pandemic, I believe they plan on having WFH until this fall where they will then have a hybrid schedule, speaking of schedules you will most likely have a 7:30-3:30pm schedule for training then a 9:30am to 6pm schedule until you get to submit a bid for their quarterly shift bid lottery which base times from 7am open to 6pm close, they pride themselves on inclusiveness and have internal networks based on what group you identify with however there are cons to this, lastly you have the chance for Internal promotions but there are cons to this as well. You get 20 Paid vacation days, 2 personal days, and 7-10 sick days a year. 10 vacation days roll forward to the next year if you didn’t use them. NYSE holidays off. Semi annual bonus: 1-16% of what you made in between those six months paid to you if you get any of the incentive categories. On top of that, an annual performance review where you can get a % increase in pay. This position is a foot in the door to a respectable Investment Company.

Cons

It’s asinine but Invesco has 3 call center departments, two are in Canada(PEI,Toronto) and one here in America (Houston), soon after working here if you ever have callers complain about service, it’s either usually about an employee who dropped the ball or a severe language barrier(9/10 it’s going to be the fault of the Canadian office for both because they’ll list “NOT TRAINED IN THIS” and let it slip) you’ll realize the Houston office is the best. Second, your supervisor and Team Lead will either make your time here great or they will make it horrible, in my case the last, you depend on these people for answers on unique situations and either they’re busy or not in due to other issues. You get a bonus depending on your call grades and Time Management, pretty straightforward and hopefully your Sup will communicate these figures with you rather than having you stuck in a suspense come pay time and then by that time to appeal it’s too late the deadline passed see you in 6months type of deal Lastly, if you are a person who trades on their personal account(which you should if you considered finance)Be prepared to lose gains/profits due to Invescos horrible trading compliance policies: 60 day hold from date of purchase before you can sell for profit, and the annoying one making sure Invesco isn’t actively trading that same stock. MAKE SURE TO NOT REPORT YOUR ACCOUNTS because they don’t know about them if you didn’t tell them. It’s annoying because even after you held for 60 days you still may not be allowed to sell it until Complaince says it’s okay. YOU WILL NOT GET INSIDER TRADING INFO FROM CALLERS, WHY CLIENT SERVICES REPS ARE HELD TO THE SAME STANDARD AS TRADERS IS BEYOND ME. So in essence this policy will hurt your investment opportunities, you aren’t even allowed to trade under your significant others accounts if you work here without getting permission. Actually last, Internal promotions. If you aspire to stay a client services rep your whole life and make $40k -$50k that’s cool, but if you want to be more than that in the transfer agency good luck, PDP (client services department job post) postings are rare, and Invesco somehow thinks shipping jobs off to India will promote a “Superior Investment Experience” (their mission statement btw). If you want to move out of Client Services altogether, there is an internal job post website for Invesco. If you live in Houston though, the postings are rare once again for non IT careers like Finance/Accounting. You must prepare to move to Atlanta (their HQ), or NYC if you want finance careers here. Good luck if you have little experience other than being a CSR because they’ll probably pick an external applicant for D&I reasons if you don’t meet the goal. D&I is being a huge push with Invesco and that just has to do with being forced to do so from ATLs mayor.

Explore other reviews about Invesco

5.0
Jun 2, 2026
Recommend
CEO approval
Business outlook

Pros

Tons of transaction volume and opportunity to see deal flow.

Cons

None to speak of really

3.0
Jun 12, 2026
Recommend
CEO approval
Business outlook

Pros

It depends on the group you're in. Nice office....

Cons

Zero expense policy usage. Laid off half the floor recently.

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