Client Service Specialist, Wealth Management (Hybrid)

1240 Invesco Distributors Inc.; Seattle (WA); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) matching up to 100%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Flexible paid time off

Job summary

Invesco is seeking a Client Service Associate to support the Americas SMA business from our Seattle office. The role emphasizes delivering white‑glove service to a diverse client base and coordinating with portfolio management, operations, trading, and distribution teams.

Candidates should have 3+ years in a financial services setting (RIA/BD), strong MS Office and communication skills, and be organized and detail oriented. The position offers a hybrid work schedule and opportunities for growth.

Qualifications

• 3+ years of directly applicable experience in an RIA or Broker Dealer.
• Strong communication and teamwork skills.
• Excellent organizational and detail orientation.

Responsibilities

• Set up new accounts, process changes, and cash raises for RIA and BD clients.
• Engage with direct/retail investors, broker dealers, institutions, and advisors.
• Support client communications via email to provide high‑touch service.
• Answer portfolio and strategy questions at a high level.
• Review reconciliation items and delinked/negative cash accounts.
• Coordinate custodian paperwork and servicing matters.
• Run client data in Salesforce CRM.
• Assist in project work and team initiatives.
• Collaborate across partners and departments for a seamless client experience.
• Maintain a client-centric approach amid multiple requests.

Skills

Customer service

MS Office

Communication

Organization

Tools

Salesforce

Job description

Invesco is seeking a Client Service Associate to support the Americas SMA business from our Seattle office. The role emphasizes delivering white‑glove service to a diverse client base and coordinating with portfolio management, operations, trading, and distribution teams.

Candidates should have 3+ years in a financial services setting (RIA/BD), strong MS Office and communication skills, and be organized and detail oriented. The position offers a hybrid work schedule and opportunities for growth.