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Client associate
myGwork Houston, TX
$56k-73k (estimate)
Full Time 2 Weeks Ago
Save

myGwork is Hiring a Client associate Near Houston, TX

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

Job Summary

JOB TYPE

Full Time

SALARY

$56k-73k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

06/21/2024

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The job skills required for Client associate include Client Service, Planning, Problem Solving, Attention to Detail, Flexibility, Influencing, etc. Having related job skills and expertise will give you an advantage when applying to be a Client associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client associate positions, which can be used as a reference in future career path planning. As a Client associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client associate. You can explore the career advancement for a Client associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Associate job description and responsibilities

Assist clients for producing account opening documents and open client account.

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Provide support to client with product and account needs.

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Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.

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Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.

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Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Associate jobs

Happy clients are less likely to take their money elsewhere.

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Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.

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A good client associate enhances the client's experience by servicing and providing operational and administrative support.

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Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.

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