Client Service Associate

Employee stock purchase plan

Job Description

About the Team:

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:

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 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

Requirements of the Role:

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 / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

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.