Client Service Operations Manager

Invesco

Base: $140,000 to $160,000pyear; bonus/equity: inc...
Hybrid
Sma operational experience
Team leadership and coaching
Client onboarding and settlements
The role involves overseeing daily SMA Client Service operations including onboarding, transaction processing, and settlements while ensuring accuracy and compliance

Job Summary

  • The role involves overseeing daily SMA Client Service operations including onboarding, transaction processing, and settlements while ensuring accuracy and compliance.
  • Candidates will lead, coach, and develop team members to strengthen skills and drive overall team success in a fast-growing business environment.
  • Invesco offers comprehensive benefits including flexible paid time off, hybrid work schedules, 401(K) matching, and parental leave benefits.

Matching Summary

The role involves overseeing daily SMA Client Service operations including onboarding, transaction processing, and settlements while ensuring accuracy and compliance.

Salary

Base: $140,000 to $160,000/year; Bonus/Equity: Incentive pay included; Benefits: Comprehensive compensation package with 401(K) match and stock purchase plan

Skills & Requirements

Must-have

  • SMA operational experience
  • Team leadership and coaching
  • Client onboarding and settlements
  • Process improvement initiatives
  • Quality assurance program management

Nice-to-have

  • Strong collaborative mindset
  • Passion for outstanding client service
  • Experience with RIA intermediaries
  • Detail-oriented approach
  • Global footprint exposure

Key Requirements

  • 2+ years SMA environment experience
  • Required licenses S7/S63 within six months
  • Proficiency in Microsoft Office Suite
  • Familiarity with APX, Salesforce, Workday

Work Rights

Not specified

Tailored Resume

Cover Letter