Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Service Associate role.
Rezi rewrites your resume against Invesco Ltd.'s job description. Free.
Tailor your resume to this Client Service Associate role.
Rezi rewrites your resume against Invesco Ltd.'s job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Service Associate posting at Invesco Ltd. — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Client Service Associate posting at Invesco Ltd. — free, in seconds.
About the Role
The Client Service team partners with portfolio management, operations, trading, and distribution to provide a best-in-class service experience for clients. This role will support the growing Separately Managed Accounts business.
Responsibilities
- Responsible for new account set up, change requests, and processing cash raises across RIA & BD clients
- Work with all 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
- Review and respond to 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
Requirements
- 2+ 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
Skills
- Microsoft Office Suite
- Salesforce
- Client Service
- Communication
- Teamwork
- Organization
- Detail-oriented
Location
- Seattle
Work Type
- Hybrid
- Employee
- Full-time
Experience Level
- 2+ years
Salary/Compensations
- $80K Base - $85K Base/year
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
About the Company
- 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.
Equal Opportunity
- 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.