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Client Service Operations Manager
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-03-12
Listing for:
Invesco Real Estate
Full Time
position Listed on 2026-03-12
Job specializations:
-
Management
Client Relationship Manager, Operations Manager
Job Description & How to Apply Below
New York, New York:
Seattle, Washington time type:
Full time posted on:
Posted Todayjob requisition :
R-13207#
** About Invesco
** 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.#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 paid time off
* Hybrid work schedule
* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
* Health & wellbeing benefits
* Parental Leave benefits
* Employee stock purchase plan# #
** Job Description
**** The team:
** The SMA Client Service Manager partners with distribution, portfolio management team, operations, and trading to provide a best-in-class service experience for all our internal and external clients. We are looking for our next Client Service Manager to support our fast-growing SMA business supporting broker dealers and RIA intermediaries. 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.
** The Role**:
The SMA Operations Manager is responsible for overseeing daily SMA Client Service operations, including client onboarding, processing client activity requests, and collaborating with partners across platforms on new client onboarding, settlements, platform integration, and compliance matters. This role entails managing a team, driving operational efficiency through process improvements and system integration, ensuring data accuracy, and serving as a key liaison between internal teams, clients, and vendors to uphold exceptional service standards.
** Responsibilities of the role:
*** Oversee daily SMA Client Service operations - including onboarding, transaction processing, settlements, and reconciliation - ensuring accuracy, timeliness, compliance, and adherence to SLAs.
* Lead, coach, and develop team members through hands-on support, mentorship, and performance feedback to strengthen skills and drive overall team success.
* Establish and maintain rigorous quality standards while effectively allocating resources to maximize productivity and deliver consistently high-quality results.
* Partner with the COO team to manage Client Service deliverables tied to new platform onboarding initiatives, coordinating closely with cross‐functional and external stakeholders.
* Serve as the primary escalation point for operational and transaction-related inquiries, ensuring prompt and effective resolution.
* In partnership with the Head of SMA Service, develop, document, implement, and own an SMA quality assurance program to ensure service accuracy, consistency, and operational excellence.
* Co-develop and implement a quality assurance framework, including SLAs, for shared service providers, ensuring reliable and high‐quality service delivery.
* Identify and execute continuous improvement initiatives focused on efficiency gains, risk reduction, and client‐experience enhancements while maintaining a strong client‐centric mindset.
** Requirements of the role**:
* Strong leadership abilities with proven experience guiding people or projects, supported by critical thinking and effective problem‐solving skills.
* Excellent communication skills and a collaborative mindset when working with internal teams and external partners.
* Ability to build relationships, influence stakeholders, and partner across multiple departments to deliver a seamless client experience.
* Experience and understanding of separately managed account (SMA) structures, workflows, and operational processes.
* Proficiency in…
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