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Form of workAs 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.
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Job DescriptionSummary:
This Senior Manager of Client Services is responsible for managing the Client Services team and overseeing the operations associated with the Client Group.
Invesco Client Services is a high performing and value add team responsible for supporting Invesco’s sales and service efforts by proactively managing institutional client relationships and servicing institutional, wholesale and retail investors.
The Senior Manager of Client Services works very closely with the MD’s and Directors of the Client Group, along with various stakeholder at Invesco in Australia and offshore.
Primary Duties/Responsibilities:
Manage Client Services team (currently 2 Associates) to:
Provide exceptional client service for all matters over the investor lifecycle, this includes; onboarding, transitions, reporting, enquiries and offboarding clients.
Ensure responsiveness to client requests is prompt and accurate.
Distribute all client reporting in an efficient and effective manner ensuring investor obligations are met and the Client Group are aware of any delays.
Maintain compliance logs as required for FATCA / AML / DDO.
Assist in coordinating client meetings/roadshows and associated materials, both in Australia and offshore.
Maintain client relationship database and use effectively for sales plan execution.
Liaise with Invesco investment centers to provide client requests in a timely manner.
Working alongside the Head of Investment Operations to ensure an effective relationship with our Registry provider (currently Link).
Provide administrative support to the Client Group.
Manage Senior Client Group Associate, overseeing these responsibilities:
Platform relationships, DDQ and reporting.
Coordinate and prepare all research house DDQ.
Support wholesale channel sales activity, including CRM management, industry research (e.g. Rainmaker).
Support institutional channel for ad hoc queries and DDQ.
Prep roadshows, including briefing notes.
Proactively build understanding of each channel’s unique requirements including institutional client’s organisational structure and investment priorities and adviser / client relationships.
Manage client rebate payment requests, team invoices and applicable registers.
Other responsibilities of the role:
Own institutional mandate client obligations, ongoing and ad hoc requirements and internal reporting.
Champion CRM tool and other technology solutions to enhance efficiencies for the Client Services function and Client Group.
Continually review and document Client Services processes and report on Client Services productivity.
Primary liaison between Client Group and internal teams for projects such as new Fund launches, regulatory changes etc. Ongoing communication with Client Group sharing client needs and industry intelligence.
Consistently seek ways to better serve Invesco’s clients and improve internal coordination.
Manage the client service team priorities and ensure resources are able to meet goals and expectations.
Support Client Group MD in setting strategy and developing a detailed business plan for each institutional account.
Oversee administrative support to the Client Group as required.
Full time Worker Type
Employee Job Exempt (Yes / No)
Yes 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 four days a week, with one day working outside an Invesco office.
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 local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
