Client Service Associate

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

·        Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients  

·        Work with all 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

·        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

·        2+ 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 $80K Base - $85K Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

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.