Senior Client Services Manager

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.

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: 

• Generous annual leave plus flexible paid time off

• Hybrid work schedule 

• Learning and development programs

• Health & wellbeing benefits 

• Parental Leave benefits 

• Employee stock purchase plan (if applicable in your region)

Manage the Client Services Team (currently three 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 centres 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).

• Manage Senior Client Relations 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.

• Prepare roadshows, including briefing notes.

• Proactively build understanding of each channel’s unique requirements including:

• Institutional client organisational structure and investment priorities.

• Adviser / client relationships.

• Manage client rebate payment requests, team invoices and applicable registers.

• Own institutional mandate client obligations, ongoing and ad hoc requirements and internal reporting.

• Champion CRM tool (Salesforce) 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.

Formal Education

• Education to degree level would be an advantage.

Work Experience/Knowledge/competencies

• 5 years + relevant experience.

• Demonstrated experience of providing executive level support.

• Highly IT literate with advanced knowledge of Microsoft Office (Word, PowerPoint, Excel, Outlook).

Abilities/Personal attributes   

• Highly proactive and uses initiative.

• Strong client service and interpersonal skills.

• High level of emotional intelligence.

• Professional business manner at all times.

• Superior written and oral communication skills.

• Attention to detail.

• Good planning, organisation and time management skills.

• Results orientated and takes ownership of issues.

• “Can-do” attitude – prepared to take responsibility of complex issues, but also ensure all general office duties are completed.

• Works well under pressure and is able to meet strict deadlines.

• Able to work without direct supervision.

• Observant, listens and gathers information to understand the teams’ requirements.  

• Able to exercise judgement and make good decisions concerning the resolution of issues.

• Confident to provide feedback to management regarding necessary changes and updates. 
   

*Please note that this a fixed-term 3 month contract.

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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.