Client Service Associate

1240 Invesco Distributors Inc.; New York (NY); Ibrido; USD 80.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Parential Leave

Employee stock purchase plan

Flexible paid time off

Descrizione del lavoro

Invesco’s Americas Client Service team seeks a qualified Client Service Associate to support our growing Separately Managed Accounts business from the Seattle office.

The role emphasizes collaborative work with portfolio management, operations, trading and distribution to deliver a best-in-class client experience. Prior RIA/broker-dealer exposure and strong MS Office skills are essential.

Competenze

• 2+ years of directly applicable experience in an RIA or Broker-Dealer.
• Understanding of separately managed account structures.
• Proficient in Microsoft Office; strong communication and teamwork.

Mansioni

• Set up new accounts and change requests; process cash raises for RIA & BD clients.
• Support direct/retail investors, broker dealer platforms, institutions and advisors.
• Coordinate client communications via team email for white-glove service.
• Review reconciliations and delinked/negative cash accounts; respond as needed.
• Contact custodians for service matters and generate custodian paperwork.
• Run client data in CRM (Salesforce) and maintain records.
• Assist in project execution for team initiatives.
• Collaborate across partners/departments for a seamless client experience.
• Balance internal and external requests with a client-centric approach.

Conoscenze

Client service

Teamwork

Communication

Detail oriented

Microsoft Office

Strumenti

Salesforce

Office Suite

Descrizione del lavoro

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

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 off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

Job Purpose (Job Summary): The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service 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 services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Your Role Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

Key Responsibilities / Duties

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Work with all client types including direct/retail investors, broker dealer platforms, institutions and advisors
• Support client communication via team email to provide white-glove service for all channels
• Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
• Contact custodians for service-related matters and custodian paperwork generation
• Run client information in CRM (Salesforce)
• Assist in project execution for team initiatives
• Ability to work across multiple partners and departments to ensure a seamless client experience
• Maintain a client centric approach while balancing multiple internal and external requests

Work Experience / Knowledge

• 2+ years of directly applicable experience, with experience at an RIA or Broker Dealer
• Understand separately managed account structure
• Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent communication and teamwork both internally and externally
• Organized and detail oriented

The salary range for this position in New York, NY is $80K Base - $85K Base/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 Time Full time Worker Type Employee Job Exempt (Yes / No) Yes

Workplace Model Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The 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 time.

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 U.S. state and federal laws governing non-discrimination in employment.

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.