Client Service Associate

1240 Invesco Distributors Inc.; Seattle (WA); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) matching up to 100%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Flexible paid time off

Job summary

Invesco is seeking a Client Service Associate to support the Americas SMA business from our Seattle office. The role emphasizes delivering white‑glove service to a diverse client base and coordinating with portfolio management, operations, trading, and distribution teams.

Candidates should have 3+ years in a financial services setting (RIA/BD), strong MS Office and communication skills, and be organized and detail oriented. The position offers a hybrid work schedule and opportunities for growth.

Qualifications

• 3+ years of directly applicable experience in an RIA or Broker Dealer.
• Strong communication and teamwork skills.
• Excellent organizational and detail orientation.

Responsibilities

• Set up new accounts, process changes, and cash raises for RIA and BD clients.
• Engage with direct/retail investors, broker dealers, institutions, and advisors.
• Support client communications via email to provide high‑touch service.
• Answer portfolio and strategy questions at a high level.
• Review reconciliation items and delinked/negative cash accounts.
• Coordinate custodian paperwork and servicing matters.
• Run client data in Salesforce CRM.
• Assist in project work and team initiatives.
• Collaborate across partners and departments for a seamless client experience.
• Maintain a client-centric approach amid multiple requests.

Skills

Customer service

MS Office

Communication

Organization

Tools

Salesforce

Job description

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.

Benefits

• 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

About the Team: The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. 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.

About the 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.

Responsibilities

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Work with 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
• Answer high level portfolio and strategy related questions
• 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

Requirements

• 3+ 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 $80,000 - $85,000 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.