Client associate

This inclusive employer is a member of myGwork the largest global platform for the LGBTQ business community.

As one of the world's 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 you're 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

Your Role :

As a Client Contracts Associate you will be a member of Americas Client Service responsible for supporting the contract process for Invesco's Retail and Offshore Mutual Funds, 529 plans, Exchange Traded Funds as well as the selling and servicing agreements on behalf of Invesco Distributors Inc.

You will be responsible for building and delivering exceptional client service across the full contract life cycle. You will be part of and collaborate with a talented team responsible for handling the day-to-day needs of our clients.

You Will Be Responsible For :

• Leading the contract process with Registered Investment Advisors and Broker-Dealers who wish to establish participation, selling and servicing agreements
• Analyzing, review and respond to dealer support requests from internal and external clients
• Managing QQQ proposal process :
• Maintain sharepoint of proposals from sales teams requesting QQQ support
• Present QQQ proposals quarterly, or as needed, to Strategic Review Committee
• Document approvals and ensure certifications are received as events take place
• Tracking aged items on a daily basis and work to prioritize Invesco legal resource deployment
• Acting as a central point of contact for internal and external clients by quarterbacking day to day activity and proactively managing and developing relationships with those clients
• Partnering with multiple internal departments (legal, compliance, finance, TA, etc) to champion and coordinate on behalf of our clients and help facilitate client operational needs & deliverables.
• Working with contracts team to adapt, where necessary, company contract templates and ensure the consistent use of most up-to-date contract template language and contracting standards.
• Supporting other types of agreements where necessary in partnership with Head of Contracts.

The Experience You Bring :

• 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
• Robust interpersonal, relationship building and influencing skills and be confident, friendly, and respectful individual with excellent written and verbal communication skills.
• Excellent attention to detail and analytical skills with an aptitude for problem solving
• Accountable, motivated, diligent and results driven work ethic
• Strong planning, organizational, multitasking and execution skills with the ability to manage and control their own priorities to meet deadlines while being flexible with the ability to adapt to change
• Comprehension of firm capabilities and services to deliver solutions supporting client goals
• Knowledge of Microsoft software such as Outlook, Word, Excel, Teams and PowerPoint

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace 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.

What's in it for you?

Our people are at the ver y 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.

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.

Last updated : 2024-05-02