As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.

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Job Description

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

• Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors

• Lead client communication via team email to provide white-glove service for all channels

• Answer 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 request

The experience you bring:

• 5+ years of directly applicable experience, with experience at a financial services/RIA/Broker Dealer firm

• Series 65 required within 90 days of start

• 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

Full Time / Part Time

Worker Type

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.

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.