Client Service Associate
About The Position
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.
Requirements
- 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
- Understand separately managed account structure
- Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent communication and teamwork both internally and externally
- Organized and detail oriented
Responsibilities
- Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
- Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
- Support client communication via team email to provide white-glove service for all channels
- Answer high level portfolio and strategy related questions
- Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
- Contact custodians for service-related matters and custodian paperwork generation
- Run client information in CRM (Salesforce)
- Assist in project execution for team initiatives
- Ability to work across multiple partners and departments to 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 & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
