Client Service Associate

Position:
Client Service Associate

Company:
Invesco

Compensation:
The salary range for this position in New York, NY is $80,000 - $85,000 Base/year.

Location:
United States, Seattle, Washington

Employment type:
Full time

Work Arrangement:
Hybrid work schedule

Short Summary:
Invesco is searching for a Client Service Associate to support the Americas Client Service team, focusing on servicing the Separately Managed Accounts business in Seattle.

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

Requirement:
- 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

Benefits:
- Flexible paid time off
- 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