Client Service Associate, Investments (Hybrid)

Invesco; New York (NY); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Client Service Associate to support our growing Americas SMA business from our New York or Seattle offices. You will collaborate with portfolio management, operations, trading and distribution to deliver white-glove service to diverse clients, including RIAs and broker dealers.

The role requires 3+ years of relevant experience, strong communication, and excellent organizational skills. A hybrid schedule with some in-office time is expected, reflecting our commitment to

Qualifications

• 3+ years of directly applicable experience at an RIA or Broker Dealer.
• Strong communication and teamwork skills, both internal and external.
• Highly organized with attention to detail.

Responsibilities

• Set up new accounts and handle change requests and cash raises for RIA/BD clients.
• Collaborate with direct/retail investors, broker platforms, institutions and advisors.
• Communicate with clients via team email to deliver white-glove service.
• Answer high-level portfolio and strategy questions.
• Review reconciliation items and delinked/negative cash accounts.
• Coordinate with custodians for service matters and paperwork.
• Enter client data in Salesforce CRM and maintain accuracy.
• Support project work for team initiatives.
• Coordinate with multiple partners to ensure a seamless client experience.
• Balance internal and client requests while maintaining service quality.

Skills

Microsoft Office Suite

Tools

Salesforce

Job description

Invesco is seeking a Client Service Associate to support our growing Americas SMA business from our New York or Seattle offices. You will collaborate with portfolio management, operations, trading and distribution to deliver white-glove service to diverse clients, including RIAs and broker dealers.

The role requires 3+ years of relevant experience, strong communication, and excellent organizational skills. A hybrid schedule with some in-office time is expected, reflecting our commitment to