Client Service Operations Manager

Invesco

Multiple Locations
Base: $140,000 to $160,000pyear; bonus/equity: inc...
Hybrid
Sma client service operations
Client onboarding and processing
Team leadership and development
The SMA Client Service Manager partners with distribution, portfolio management, operations, and trading to provide a best-in-class service experience for all internal and external clients

Job Summary

  • The SMA Client Service Manager partners with distribution, portfolio management, operations, and trading to provide a best-in-class service experience for all internal and external clients.
  • 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.
  • 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, Health & wellbeing benefits, Parental Leave benefits, and Employee stock purchase plan.

Matching Summary

The SMA Client Service Manager partners with distribution, portfolio management, operations, and trading to provide a best-in-class service experience for all internal and external clients.

Salary

Base: $140,000 to $160,000/year; Bonus/Equity: Incentive pay; Benefits: Comprehensive compensation and benefit offerings

Skills & Requirements

Must-have

  • SMA client service operations
  • Client onboarding and processing
  • Team leadership and development
  • Process improvement and system integration
  • Quality assurance program development

Nice-to-have

  • Collaborative work environment
  • Passion for outstanding client service
  • Global footprint exposure

Key Requirements

  • 2+ years SMA people/project management experience
  • Required licenses (S7/S63 within six months)
  • Proficiency in Microsoft Office Suite
  • Experience with SMA structures and workflows

Work Rights

Not specified

Tailored Resume

Cover Letter