Client Service Operations Manager

Client Service Operations Manager New York, NY Job Details Full-time $140,000 - $160,000 a year 14 hours ago Benefits Employee stock purchase plan Health insurance Paid time off Parental leave 401(k) matching Qualifications Resource allocation Vendor relationship building Stakeholder engagement Microsoft Excel Client onboarding Microsoft Outlook Operations management Financial transaction processing Improving operational efficiency Performance management Series 7 Team development Salesforce Cloud Team management Performance Improvement (PI) Mentoring Vendor relationship management Financial services CRM system proficiency Quality systems Senior level Cross-functional collaboration Escalation handling Leadership Communication skills Technical Proficiency Stakeholder relationship building Cross-functional communication Workday Stakeholder management Full Job Description About Invesco 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. What's in it for you? 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: 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 Job Description The team: The SMA Client Service Manager partners with distribution, portfolio management team, operations, and trading to provide a best-in-class service experience for all our internal and external clients. We are looking for our next Client Service Manager to support our fast-growing SMA business supporting broker dealers and RIA intermediaries. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA firm and have a passion for delivering outstanding client service.

The Role:

The SMA Operations Manager is responsible for overseeing daily SMA Client Service operations, including client onboarding, processing client activity requests, and collaborating with partners across platforms on new client onboarding, settlements, platform integration, and compliance matters. This role entails managing a team, driving operational efficiency through process improvements and system integration, ensuring data accuracy, and serving as a key liaison between internal teams, clients, and vendors to uphold exceptional service standards.

Responsibilities of the role:

Oversee daily SMA Client Service operations - including onboarding, transaction processing, settlements, and reconciliation - ensuring accuracy, timeliness, compliance, and adherence to SLAs. Lead, coach, and develop team members through hands-on support, mentorship, and performance feedback to strengthen skills and drive overall team success. Establish and maintain rigorous quality standards while effectively allocating resources to maximize productivity and deliver consistently high-quality results. Partner with the COO team to manage Client Service deliverables tied to new platform onboarding initiatives, coordinating closely with cross‑functional and external stakeholders. Serve as the primary escalation point for operational and transaction-related inquiries, ensuring prompt and effective resolution. In partnership with the Head of SMA Service, develop, document, implement, and own an SMA quality assurance program to ensure service accuracy, consistency, and operational excellence. Co-develop and implement a quality assurance framework, including SLAs, for shared service providers, ensuring reliable and high‑quality service delivery. Identify and execute continuous improvement initiatives focused on efficiency gains, risk reduction, and client‑experience enhancements while maintaining a strong client‑centric mindset.

Requirements of the role:

Strong leadership abilities with proven experience guiding people or projects, supported by critical thinking and effective problem‑solving skills. Excellent communication skills and a collaborative mindset when working with internal teams and external partners. Ability to build relationships, influence stakeholders, and partner across multiple departments to deliver a seamless client experience. Experience and understanding of separately managed account (SMA) structures, workflows, and operational processes. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with strong technical aptitude. Prior people or project management experience, ideally 2+ years within an SMA environment (preferred). Required licenses (or willingness to obtain S7/S63 within six months of hire). Familiarity with APX, Salesforce, Workday, platform/sponsor firms, and other processing systems; highly organized and detail‑oriented. The salary range for this position is $140,000 to $160,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. 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.