Client Service Associate

Description

Your Role :

The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. 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.

You will be responsible for :

• Nurture and maintain client relationships / primary point of contact for SMA accounts
• 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

The experience you bring :

• 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
• Series 65 required within 90 days of start

The salary range for this position is $65,000 to $74,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value.

As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including :

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

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role.

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status.

Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.