Client Service Associate

  • Not Specified
  • Atlanta, GA, USA
  • Permanent, Full time
  • Invesco
  • 11 Jan 17

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.
 
General Purpose of Position
 
This position will be tasked with content-generation for Invesco internal and external business units. Responsibilities include providing follow-up on any investment or service reporting, requests, and issues for the various products.  In addition, this position will team with Project Managers and Business Analysts on new or current projects. 
 
Primary Duties and Responsibilities
 

Coordinate and complete monthly/quarterly client reports, internal/external meeting presentations, and client service requests in conjunction with Investment Centers, Performance teams, Sales & Service, Marketing, Accounting, and other departments where necessary, accurately and within the required deadlines


Provide first tier support in addressing client questions, fulfilling standing requests, and executing ad hoc requests for clients (i.e. monthly/quarterly client reports, monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, etc.)


Resolve service/content-related problems or questions and provide documentation as required


Work directly with Marketing, Accounting, Performance teams, Investment Centers, Sales & Service, etc. both locally and globally


Run and lead internal and structured Platform projects alongside the Project Management team


Primary subject matter expert for assigned products and strategies


Lead meetings and maintain partnerships with clients


Encouraged to thoroughly examine current processes and identify ways to incorporate increased efficiencies and the promotion of automated solutions



Education/Formal Training
 

Bachelor’s degree required


 


Licenses, Certifications, Registrations
 

None required


 


Work Experience
 

Internship to 2 years of financial services experience preferred


 
Critical Skills Required
 

High accuracy and attention to detail


Ability to organize and prioritize time and resources to meet goals and expectations.


Proficient with MS Office (Word, Excel, and PowerPoint)


Interpersonal skills necessary to communicate effectively with a variety of individuals including both internal and external contacts


Must be capable of high level of communications, both written & verbal


Ability to cooperate in a team environment


 


FLSA (US Only): Nonexempt
 
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.