Client Service Associate — Hybrid, SMA & Financial Services

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

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.