Client Services Associate, Financial Services (Hybrid)

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

Benefits offered by this job

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Parential Leave

Employee stock purchase plan

Flexible paid time off

Job summary

Invesco’s Americas Client Service team seeks a qualified Client Service Associate to support our growing Separately Managed Accounts business from the Seattle office.

The role emphasizes collaborative work with portfolio management, operations, trading and distribution to deliver a best-in-class client experience. Prior RIA/broker-dealer exposure and strong MS Office skills are essential.

Qualifications

• 2+ years of directly applicable experience in an RIA or Broker-Dealer.
• Understanding of separately managed account structures.
• Proficient in Microsoft Office; strong communication and teamwork.

Responsibilities

• Set up new accounts and change requests; process cash raises for RIA & BD clients.
• Support direct/retail investors, broker dealer platforms, institutions and advisors.
• Coordinate client communications via team email for white-glove service.
• Review reconciliations and delinked/negative cash accounts; respond as needed.
• Contact custodians for service matters and generate custodian paperwork.
• Run client data in CRM (Salesforce) and maintain records.
• Assist in project execution for team initiatives.
• Collaborate across partners/departments for a seamless client experience.
• Balance internal and external requests with a client-centric approach.

Skills

Client service

Teamwork

Communication

Detail oriented

Microsoft Office

Tools

Salesforce

Office Suite

Job description

Invesco’s Americas Client Service team seeks a qualified Client Service Associate to support our growing Separately Managed Accounts business from the Seattle office.

The role emphasizes collaborative work with portfolio management, operations, trading and distribution to deliver a best-in-class client experience. Prior RIA/broker-dealer exposure and strong MS Office skills are essential.