Client Service Associate

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 DescriptionYour Role:As a Client Service Associate for the Separately Managed Accounts business you will partner with the portfolio management team, operations, trading and distribution to provide a best in class service & operational experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial servicesRIABroker Dealer firm and have a passion for delivering outstanding client service.You will be responsible for: Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients Provide operational support and data entry in order to onboard client accounts and process ongoing activityWork with client types including directretail investors, broker dealer platforms, institutions and advisorsSupport client communication via team email to provide white-glove service for all channelsReviewrespond on reconciliation items (delinked accounts, negative cash accounts, new accounts)Contact custodians for service-related matters and custodian paperwork generationRun client information in CRM (Salesforce)Nurture and maintain client relationships for SMA accountsAbility to work across multiple partners and departments to ensure a seamless client experienceMaintain a client centric approach while balancing multiple internal and external requestsThe experience you bring: 2+ years of directly applicable experience, with experience at an RIA or Broker DealerUnderstand separately managed account structureHighly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Excellent communication and teamwork both internally and externallyOrganized and detail orientedSeries 65 required within 90 days of startThe salary range for this position is $65,000 to $74,000 year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.Full Time Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes No)YesWorkplace ModelAt 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 three days a week, with two days working outside an Invesco office. What's in it for you?Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time offHybrid work schedule401(K) matching of 100% up to the first 6% with a discretionary supplemental contributionHealth & wellbeing benefitsParental Leave benefitsEmployee stock purchase planThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to vesco'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 U.S. state and federal laws governing non-discrimination in employment.

Created: 2025-01-10