Client Service Associate

Invesco; Washington; Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(k) matching

Health benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Client Service Associate to support the Americas team, focusing on Separately Managed Accounts out of Seattle or New York. The role demands client-focused service for sophisticated investors and collaboration across portfolio management, operations and distribution.

The position requires 3+ years in an RIA/BD setting, strong MS Office skills, andCRM experience (Salesforce). It offers a hybrid schedule and competitive compensation. Apply with enthusiasm.

Qualifications

• 3+ years of directly applicable experience in an RIA or Broker-Dealer environment.
• Strong knowledge of separate managed accounts structure.
• Excellent communication and teamwork skills.

Responsibilities

• Set up new accounts and change requests, plus processing cash rises for RIA/BD clients.
• Support direct/retail investors, broker-dealer platforms, institutions and advisors.
• Communicate with clients via team email to deliver white-glove service.
• Answer high-level portfolio and strategy questions.
• Review/reconcile items (delinked accounts, negative cash, new accounts).
• Coordinate with custodians for service-related matters and paperwork.
• Run client data in Salesforce CRM.
• Assist in project execution for team initiatives.
• Collaborate across partners and departments to ensure a seamless client experience.
• Maintain client-centric approach balancing internal and external requests.

Skills

Microsoft Office Suite

Communication

Teamwork

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 ver y 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

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 either our Seattle or New York offices.

Responsibilities of the Role

• 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 of the Role

• 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.

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.