Client Service Associate

Invesco UK; New York (NY); Ibrido; USD 80.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible PTO

Hybrid schedule

401(k) matching

Health benefits

Parental leave

Employee stock plan

Descrizione del lavoro

Invesco is seeking a Client Service Associate to support the Americas team servicing SMAs, based in our New York office with a hybrid schedule. You will collaborate with portfolio management, operations, trading, and distribution to deliver exceptional client service.

You will handle new accounts, changes, cash raises, and CRM data in Salesforce, while coordinating with custodians and internal partners to ensure a seamless experience for RIAs, brokers, institutions, and advisors.

Competenze

• 2+ years of directly applicable experience in a financial services setting (RIA or Broker Dealer)
• Strong understanding of separately managed accounts (SMA) structure
• Proficiency with MS Office: Word, Excel, PowerPoint, Outlook

Mansioni

• New account set up, change requests, and processing cash raises for RIA & BD clients
• Serve direct/retail investors, broker dealer platforms, institutions and advisors
• Support client communication via team email to provide white-glove service across channels
• Review reconciliation items (delinked accounts, negative cash accounts, new accounts)
• Coordinate with custodians for service matters and custodian paperwork
• Run client information in CRM (Salesforce)
• Assist in project execution for team initiatives
• Collaborate across partners and departments for a seamless client experience
• Maintain a client-centric approach balancing internal and external requests

Conoscenze

Client service

Communication

Teamwork

Organized

Attention to detail

Microsoft Office

Strumenti

Microsoft Office

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?

• 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.