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Client Service Associate
2 months ago
As a Client Service Associate at Invesco, you will play a vital role in delivering exceptional client experiences and supporting the growth of our business. We are seeking a highly skilled and motivated individual to join our team in downtown Seattle.
Key Responsibilities:- Nurture and maintain strong relationships with clients, serving as their primary point of contact for SMA accounts.
- Process new account set-ups, change requests, and cash raises for RIA and BD clients.
- Collaborate with various stakeholders, including direct/retail investors, broker dealer platforms, institutions, and advisors.
- Provide white-glove service to clients through effective communication and issue resolution.
- Answer high-level portfolio and strategy-related questions.
- Review and respond to reconciliation items, including delinked accounts, negative cash accounts, and new accounts.
- Coordinate with custodians for service-related matters and custodian paperwork generation.
- Manage client information in CRM (Salesforce) and assist with project execution for team initiatives.
- Develop a client-centric approach while balancing multiple internal and external requests.
- 3+ years of directly applicable experience in an RIA or Broker Dealer environment.
- Strong understanding of separately managed account structures.
- Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent communication and teamwork skills, both internally and externally.
- Organized and detail-oriented with a focus on delivering exceptional results.
- Series 65 required within 90 days of start.
- A competitive salary range of $65,000 to $74,000 per year.
- Total compensation includes salary and incentive pay, varying based on skills, experience, and location.
- A comprehensive benefits package, including flexible paid time off, hybrid work schedule, 401(K) matching, health and wellbeing benefits, parental leave benefits, and an employee stock purchase plan.
Invesco's culture of inclusivity and commitment to diversity in the workplace is demonstrated through our people practices. We are proud to be an equal opportunity employer, and 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.
