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60 Invesco Client Service Specialist Jobs Hiring Near You

Invesco

Client Service Operations Manager

New York, NY · On-site

$140K - $160K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... The SMA Client Service Manager partners with distribution, portfolio management team, operations ...

Invesco

Client Service Operations Manager

New York, NY · Hybrid

$140K - $160K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... The SMA Client Service Manager partners with distribution, portfolio management team, operations ...

Invesco

Client Service Operations Manager

Seattle, WA · Hybrid

$140K - $160K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... The SMA Client Service Manager partners with distribution, portfolio management team, operations ...

Invesco

Division Associate

Atlanta, GA · On-site

This role also focuses on identifying and cultivating new client relationships to expand wallet share and promote long-term investment in Invesco products and services. As a primary point of contact ...

Invesco

Division Associate

Atlanta, GA · Hybrid

This role also focuses on identifying and cultivating new client relationships to expand wallet share and promote long-term investment in Invesco products and services. As a primary point of contact ...

Invesco

Client Operations Manager

Atlanta, GA · On-site

$145K - $155K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Partner with Sales and Relationship Managers to support client servicing and onboarding * Lead and ...

Invesco

Client Operations Manager

Houston, TX · Hybrid

$145K - $155K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Partner with Sales and Relationship Managers to support client servicing and onboarding * Lead and ...

Invesco

Client Operations Manager

Atlanta, GA · Hybrid

$145K - $155K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Partner with Sales and Relationship Managers to support client servicing and onboarding * Lead and ...

Invesco

Client Operations Manager

Downers Grove, IL · Hybrid

$145K - $155K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Partner with Sales and Relationship Managers to support client servicing and onboarding * Lead and ...

Invesco

Client Operations Manager

Louisville, KY · Hybrid

$145K - $155K/yr

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Partner with Sales and Relationship Managers to support client servicing and onboarding * Lead and ...

Invesco

Market Consultant US Ins & SA

Nashville, TN · On-site

$65K - $70K/yr

... services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey. Responsibilities of the Role: * Identifies, develops, and deepens partnership ...

Invesco

Market Consultant US Ins & SA

Nashville, TN · Hybrid

$65K - $70K/yr

... services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey. Responsibilities of the Role: * Identifies, develops, and deepens partnership ...

Invesco

Market Consultant US Ins & SA

Downers Grove, IL · Hybrid

$65K - $70K/yr

... services. Serving as the face of Invesco to clients, you will be an integral part of fostering the client journey. Responsibilities of the Role: * Identifies, develops, and deepens partnership ...

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Invesco Jobs Information

What are the key skills and qualifications needed to thrive as a Client Service Specialist, and why are they important?

To thrive as a Client Service Specialist, you need strong communication skills, attention to detail, and a background in customer service or a related field, often supported by a relevant degree or experience. Familiarity with CRM software, ticketing systems, and proficiency in Microsoft Office Suite are typically required. Exceptional interpersonal skills, patience, and problem-solving abilities help professionals stand out in this role. These competencies are crucial for building client trust, resolving issues efficiently, and maintaining high levels of client satisfaction.

How does a Client Service Specialist typically collaborate with other departments to resolve client issues?

Client Service Specialists often act as liaisons between clients and internal teams such as sales, technical support, and operations. When complex issues arise, they coordinate with these departments to gather accurate information, provide timely updates to clients, and ensure concerns are addressed efficiently. This collaboration requires strong communication skills and a proactive approach to problem-solving, making it essential for Client Service Specialists to build strong working relationships across the organization. By working closely with various teams, they help deliver seamless service and maintain high client satisfaction.

What does a Client Service Specialist do?

A Client Service Specialist is responsible for managing and supporting client relationships for a company. They act as the main point of contact for clients, addressing questions, resolving issues, and ensuring clients are satisfied with the company's products or services. Their duties often include processing orders, handling complaints, providing information about products or services, and coordinating with other departments to meet client needs. Strong communication and problem-solving skills are essential for success in this role.

What is the difference between Client Service Specialist vs Customer Support Representative?

AspectClient Service SpecialistCustomer Support Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer customer service certificationsHigh school diploma or equivalent; customer service certifications are common
Work EnvironmentOffice settings, client-facing interactions, account managementCall centers, help desks, online chat support
Employer & Industry UsageFinancial services, healthcare, consulting firmsRetail, tech companies, telecom providers
Search & Comparison IntentUnderstanding roles involving client interaction and account managementProviding support and troubleshooting for customers

The main difference is that a Client Service Specialist typically manages ongoing client relationships and accounts, often in professional or financial settings, while a Customer Support Representative primarily handles troubleshooting and support inquiries, often in call center environments. Both roles require strong communication skills and customer service experience, but their focus and work settings differ.

What is it like to work at Invesco?

Invesco is a global investment management company that values a culture of collaboration, innovation, and customer focus, with a strong emphasis on teamwork and open communication.

The company has a diverse range of teams and departments, including investment management, research, and operations, with a global presence across multiple locations. Invesco's work environment is designed to foster creativity and productivity, with modern office spaces and access to cutting-edge technology.

Working at Invesco may appeal to candidates who are passionate about the financial industry and seeking a challenging and dynamic work environment, with opportunities for professional growth and development in a global organization.
What other companies are hiring for Client Service Specialist jobs?
What are the most popular jobs at Invesco?
What are the most popular categories at Invesco?
Infographic showing various Client Service Specialist job openings at Invesco in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 40% Physical, and 60% Hybrid job distribution.
Client Service Operations Manager

Client Service Operations Manager

Invesco

New York, NY • On-site

$140K - $160K/yr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Job description

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.
What's 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

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 Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with strong technical aptitude.
  • Prior people or project management experience, ideally 2+ years within an SMA environment (preferred).
  • Required licenses (or willingness to obtain S7/S63 within six months of hire).
  • Familiarity with APX, Salesforce, Workday, platform/sponsor firms, and other processing systems; highly organized and detail-oriented.

The salary range for this position is $140,000 to $160,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
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.
Invesco's 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.

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