Client Service Associate

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OtherClient Service Associate

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Quick Summary

Key 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,

Requirements Summary

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,

Technical Tools

OtherClient Service Associate

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.

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 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.

About the Role:

Responsibilities

~1 min read

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Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
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Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
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Support client communication via team email to provide white-glove service for all channels
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Answer high level portfolio and strategy related questions
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Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
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Contact custodians for service-related matters and custodian paperwork generation
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Run client information in CRM (Salesforce)
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Assist in project execution for team initiatives
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Ability to work across multiple partners and departments to ensure a seamless client experience
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Maintain a client centric approach while balancing multiple internal and external requests

Requirements

~1 min read

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

The salary range for this position in New York, NY is $80,000 - $85,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Full time

Employee

Yes

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

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.