Client Service Associate, Financial Services — Hybrid

Invesco; Seattle (WA); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco, a leading global investment firm, is seeking a Client Service Associate to support the Americas Separately Managed Accounts team from Seattle or New York. You will handle new accounts, change requests, and cash raises while delivering white-glove service to a diverse client base.

The role requires 3+ years in a related environment, strong Excel/Office skills, and excellent communication and organizational abilities. Hybrid work model in a financial services setting.

Qualifications

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
• Strong communication and teamwork abilities.

Responsibilities

• Set up new accounts, processing cash raises for RIAs and BD clients.
• Coordinate with direct/retail investors, broker-dealers, institutions, and advisors.

Skills

Microsoft Office Suite

Excellent communication

Organized and detail oriented

Team collaboration

Tools

Salesforce

Job description

Invesco, a leading global investment firm, is seeking a Client Service Associate to support the Americas Separately Managed Accounts team from Seattle or New York. You will handle new accounts, change requests, and cash raises while delivering white-glove service to a diverse client base.

The role requires 3+ years in a related environment, strong Excel/Office skills, and excellent communication and organizational abilities. Hybrid work model in a financial services setting.