Assistant Manager, Fund Services (Taiwan Based)

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Job Summary:

Covers operations and related activities. Provides operational support to the asset management business and/or products.

Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring.

Who we are:

With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.

To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts.

Key Responsibilities / Duties:

• Perform daily TA operational tasks accurately and efficiently.
• Support the implementation of TA team objectives, policies, and procedures.
• Deliver high-quality service to clients and respond to inquiries in a timely manner.
• Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence.
• Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance.
• Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries.
• Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements.

Work Experience / Knowledge:

• Bachelor’s degree in Finance or Business area of concentration
• 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices.
• Strong communication and interpersonal skills, especially in client-facing environments.
• Solid understanding of AML regulations and TA operational workflows
• Good organizational skills and problem-solving abilities
• Good command of written and spoken English
• Detail-oriented with a proactive and collaborative mindset
• SITE/SICE licenses required

Our benefit policy includes but not limited to:

• 21 days of Annual Leave
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

How to Apply:

• Apply for the role directly here or at Invesco Careers : Careers at Invesco | APAC .

To know more about us:

• About Invesco:
• About our Culture:
• About our CR program:

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.  

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment. 

Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.