Client Service Analyst
Invesco 79 reviews - Atlanta, GA

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GENERAL PURPOSE OF POSITION This position will serve as the primary internal contact for clients and client consultants to follow-up on any investment or service issues for the various products. In addition, this position will assist the Project Management team with current projects. PRIMARY DUTIES AND RESPONSIBILITIES Assist Client Service Managers, Relationship Managers, and Product Specialists by compiling presentation materials for external client meetings Field client questions, and fulfill standing and ad hoc requests for clients (i.e. monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, changes to contacts, etc.) Facilitating cash movements within client portfolios Perform queries for performance, holdings and characteristics reports for clients Relationship management with internal groups (i.e. investment centers, product managers, sales & service, marketing, etc.) Successfully create customized exhibits and charts for investment manager clients Resolve service-related problems or questions and provide documentation as required Assist GCCP Project Management team with projects

        EDUCTION/FORMAL TRAINING Bachelor’s degree and equivalent work experience LICENSES, CERTIFICATES, REGISTRATIONS None required WORK EXPERIENCE Financial services experience. High level of understanding of investment products and performance measurement. 2-5 years of experience in investment client reporting and servicing SKILLS Proficient with MS Office (Word, Excel, Outlook, PowerPoint, and SharePoint) Experience with PORTIA, DeskNet and VIADUCT Siebel preferred Must be capable of high level of communications, both written & verbal Interpersonal skills necessary to communicate effectively with a variety of individuals including both internal and external contacts Ability to cooperate in a team environment

        About this company
        79 reviews
        As one of the largest independent global investment managers, Invesco Ltd. is dedicated to helping investors worldwide achieve their...