Financial Services Representative

6 days ago


New York, New York, United States Invesco Full time
Company Overview

Invesco is a leading asset management company dedicated to helping investors worldwide achieve their financial objectives. With a wide range of investment strategies and vehicles, we provide a best-in-class service experience for our clients.

Job Summary

We are seeking an experienced Client Service Associate to partner with our portfolio management team, operations, trading, and distribution to provide exceptional service and operational support for our clients.

Responsibilities
  • Set up new accounts, process change requests, and handle cash raises for RIA and BD clients.
  • Provide operational support and data entry for client onboarding and ongoing activity.
  • Work with various client types, including direct/retail investors, broker dealer platforms, institutions, and advisors.
  • Support client communication via email to provide white-glove service for all channels.
  • Review and respond to reconciliation items, such as delinked accounts, negative cash accounts, and new accounts.
  • Contact custodians for service-related matters and generate custodian paperwork.
  • Run client information in CRM (Salesforce).
  • Nurture and maintain client relationships for SMA accounts.
  • Collaborate across multiple partners and departments to ensure a seamless client experience.
Requirements
  • 2+ years of directly applicable experience in the financial services industry.
  • Understanding of separately managed account structure.
  • Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Excellent communication and teamwork skills, both internally and externally.
  • Organized and detail-oriented.
  • Series 65 required within 90 days of start.
Salary and Benefits

The estimated salary for this position is $70,000 per year, which includes salary and incentive pay. The total compensation package also includes benefits, such as flexible paid time off, hybrid work schedule, and comprehensive health and wellbeing benefits.



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