Senior Client Services Manager at Invesco · Melbourne

Senior Client Services Manager Location: Melbourne, Victoria About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for ourclients. 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: 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) Job Description 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. #LI-DNI Full Time / Part Time Full time Worker Type Fixed Term Employee (Fixed Term) 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.