Client Services Manager

Posted 11 days ago
Main Location
Atlanta, GA, United States
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As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco

The Department

The IMA Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The IMA 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 firm and have a passion for delivering outstanding client service.

Your Role

Invesco is searching for qualified candidates to join the Distribution Client Services team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

You will be responsible for:

  • Nurture and maintain client relationships/primary point of contact for ~2800 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 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 - direct individuals & institutional clients
  • Run client information in CRM (Salesforce)
  • Assist in project execution for team initiatives
  • Ability to work across multiple partners and departments to ensure a smooth client experience
  • Maintain a client centric approach while balancing multiple internal and external requests

The experience you bring:

  • 5+ years of directly applicable experience, with experience at an RIA
  • Understand separately managed account structure
  • Knowledge of individual bonds (taxable and tax-free)
  • Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent communication and teamwork both internally and externally
  • Organized and detail oriented

 

License/Registration/Certification:(minimum requirement to perform job duties)

  • Series 65 required within 90 days of start

 

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

  • Flexible time off and opportunities for a flexible work schedule
  • 401(K) matching of 100% up to the first 6% with additional supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

 

 

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 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 proven 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.

Mission
We're a community of women leveraging our connections into top companies to help underrepresented women get the roles they've always deserved. Simultaneously, we work to build truly inclusive hiring processes and environments where women can thrive and not just survive.
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Client Services Manager
Invesco, Ltd.