Client Services Associate

Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite

Job Description Summary

The SMA 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 Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

• Provide operational support and data entry in order to onboard client accounts and process ongoing activity
• Work with 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

• High attention to detail
• Organizational/Prioritization skills
• Communication skills both written and verbal

Shawn Wood