Client Service Associate - Private Markets
Client Service Associate - Private Markets
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$ 125000 - 139000
1 Vacancy
Job Description
As one of the worlds leading asset managers Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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 youre looking for challenging work smart colleagues and a global employer with a social conscience come explore your potential at Invesco. Make a difference every day!
Job Description
The Team
As a Client Service Associate within the Americas Client Service (ACS) team you will play a key role in supporting Invescos Private Market offerings by As a Client Service Associate within the Americas Client Service (ACS) team you will play a key role in supporting Invescos Private Market offerings by delivering exceptional service throughout the full client lifecycle. You will serve as the primary point of contact for financial advisors internal stakeholders and third-party partners ensuring a seamless onboarding and servicing experience.
Your Role
To be successful you will need to develop an understanding of Invescos investment and operational capabilities service offerings culture and vision in order to efficiently diagnose issues and solve problems that inevitably arise in the course of the contract process. Due to the complex needs of our clients you will need to build collaborative relationships across our sales product operations finance legal compliance and other internal teams critical to the end-to-end client life cycle.
You Will Be Responsible For:
- Field inquiries from Financial Advisors and Internal Sales Teams on Invescos Private Market offerings.
- Assist Financial Advisors with problem resolution of account opening maintenance and other inquiries related to client onboarding and client maintenance (deadlines platform questions subscriptions redemptions distributions)
- Coordinating with the transfer agent to review and resolve Not in Good Order (NIGO) items.
- Perform oversight functions such as trade and wire reconciliation as well as trade date process management of subscriptions and redemptions
- Respond to inquires and resolve trade related issues for broker dealers RIAs FinTech platforms and custodians
- Liaise with other Invesco business units and transfer agents relating to client inquiries problem resolution and reconciliations.
- Assist in the operational aspects of onboarding Invescos Funds to various distribution & FinTech platforms.
- Identify and document operational procedures for ongoing fund onboarding & maintenance on various platforms.
- Develop strong understanding of distribution partners operational platforms and processes and become resident expert for external and internal Private Market inquiries.
- Assist in ad hoc projects / research to support Invescos business initiatives
- Communicate significant client issues internally and document/escalate as appropriate
- Proactively make recommendations for the improvement of the team in terms of training infrastructure and efficiency needs; participate in the implementation of any recommendations.
The Experience You Bring:
- 2 years of financial industry experience
- Knowledge of alternative investment funds FinTech platforms Broker-Dealer Custodian Wirehouse and RIA sales channels
- Knowledge of private market product structures (506(c) Internal Funds BDC Non-Traded REIT)
- Strong client service & operational skills/knowledge including responsiveness issue resolution root cause analysis and process improvement with a passion for delivering service excellence
- Proficiency in navigating complex client relationships and ensuring a thorough understanding of client expectations
- A clear understanding of and the ability to effectively reinforce accountability and ownership with internal stakeholders
- Excellent attention to detail and analytical skills with an aptitude for problem solving
- Knowledge of Microsoft software such as Outlook Word Excel Teams and PowerPoint
Formal Education:
- Bachelors degree required
License/Registration/Certification:
- Series 7 License (preferred)
The total compensation offered for this position which includes salary and incentive pay will vary based on skills experience and location. The salary range for this position in New York City is $125000 to $139000 annually.
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week with two days working outside an Invesco office.
Whats in it for you
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
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.
Invescos 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.
Required Experience:
IC
Employment Type
Full-Time
