Client Service Associate

Invesco • New York City, NY

4d • Hybrid

About The Position

The Client Service Associate supports Invesco’s Americas Client Service team, with a focus on servicing the Separately Managed Accounts business. The team partners with portfolio management, operations, trading, and distribution to provide a high-quality client service experience. The role supports clients across RIA and broker-dealer channels and works with direct and retail investors, institutions, advisors, and broker-dealer platforms.

The associate handles account setup and maintenance, cash-raise processing, client communications, reconciliation items, custodian service matters, CRM information, and team initiatives. The position is based in the Seattle office. Under Invesco’s workplace policy, employees are expected to spend at least four full days each week working in an Invesco office, as of October 1, 2025.

Requirements

• At least 2 years of directly applicable experience, including experience at an RIA or broker-dealer.
• Understanding of separately managed account structures.
• High proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Excellent communication and teamwork skills, both internally and externally.
• Organized and detail-oriented.

Responsibilities

• Set up new accounts, process change requests, and process cash raises for RIA and broker-dealer clients.
• Support clients including direct and retail investors, broker-dealer platforms, institutions, and advisors.
• Provide client communications through the team email and deliver white-glove service across channels.
• Review and respond to reconciliation items, including delinked accounts, negative cash accounts, and new accounts.
• Contact custodians about service-related matters and generate custodian paperwork.
• Run client information in Salesforce CRM.
• Assist with execution of team initiatives and projects.
• Work across partners and departments to help ensure a seamless client experience.
• Maintain a client-centric approach while balancing multiple internal and external requests.

Benefits

• Flexible paid time off.
• Hybrid work schedule.
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
• Health and wellbeing benefits.
• Parental leave benefits.
• Employee stock purchase plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed