Client Service Associate
$80,000–$85,000 year
On-siteSeattle, Washington, United States or New York, United States
Job Summary
Manage new account setups, change requests, and cash raises for RIA and Broker Dealer clients while supporting direct, retail, institutional, and advisor channels. Respond to high-level portfolio and strategy questions, review reconciliation items, and contact custodians for service matters and paperwork. Maintain client records in Salesforce, execute team initiatives, and ensure seamless client experiences across multiple partners and departments. Requires 3+ years of experience in financial services, separately managed account structures, and Microsoft Office proficiency. Full-time role in New York with a hybrid schedule.
Required Qualifications
- 3+ years of directly applicable experience
- 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
- spending at least four full days each week working in an Invesco office
Desired Qualifications
- Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
- have a passion for delivering outstanding client service
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