Client Service Associate

Job Title: Client Service Associate

Company: Invesco
Location: New York, NY (10281)
Position Type: Contract
Pay Rate: $40/hr
Work Schedule: Standard Business Hours

Job Summary

The Client Service Associate will support the Americas Client Service team, partnering closely with portfolio management, operations, trading, and distribution to deliver a best-in-class client experience. This role focuses on servicing Separately Managed Accounts (SMA) and requires a highly collaborative, client-centric professional with experience in financial services, RIA, or broker-dealer environments.

Key Responsibilities

• Manage new account setup, account maintenance requests, and cash raise processing across RIA and client accounts
• Support a wide range of client types including retail investors, broker-dealer platforms, institutions, and advisors
• Handle client communications via team inbox, delivering high-touch, white-glove service
• Respond to portfolio and strategy-related inquiries with accuracy and professionalism
• Review and resolve reconciliation items such as delinked accounts, negative cash balances, and new account issues
• Coordinate with custodians for service-related requests and required documentation
• Maintain and update client records within CRM systems (Salesforce)
• Support execution of team projects and operational initiatives
• Collaborate cross-functionally to ensure a seamless client experience
• Balance multiple priorities while maintaining a strong client-first approach

Required Qualifications

• 3+ years of relevant experience within financial services, preferably with an RIA or broker-dealer
• Experience working with Separately Managed Accounts (SMA) structures
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Experience using CRM systems such as Salesforce
• Strong communication skills and ability to collaborate across teams
• Highly organized with strong attention to detail

Preferred Qualifications

• Experience supporting high-touch client service environments
• Ability to manage multiple priorities in a fast-paced setting