Client Service Associate

Client Service AssociateThe 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.Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of either our Seattle or New York offices.Responsibilities of the Role:Responsible for new account set up, change requests, & processing cash raises across RIA & BD clientsWork with client types including direct/retail investors, broker dealer platforms, institutions and advisorsSupport client communication via team email to provide white-glove service for all channelsAnswer high level portfolio and strategy related questionsReview/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)Contact custodians for service-related matters and custodian paperwork generationRun client information in CRM (Salesforce)Assist in project execution for team initiativesAbility to work across multiple partners and departments to ensure a seamless client experienceMaintain a client centric approach while balancing multiple internal and external requestsRequirements of the Role:3+ years of directly applicable experience, with experience at an RIA or Broker DealerUnderstand separately managed account structureHighly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Excellent communication and teamwork both internally and externallyOrganized and detail orientedThe 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.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.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.