Client Service Associate - Investment Accounts (Hybrid)

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

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.