As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. The Client Operations Manager is responsible for delivering end‑to‑end operational support for institutional clients with segregated mandates and focuses on enhancing the client experience through effective query resolution and process improvement.
Responsibilities
- Develop strong client knowledge and serve as primary operational point of contact for Tier 1 and key institutional clients.
- Partner closely with Client Relationship Managers to proactively manage and resolve client operational queries and escalations.
- Ensure all client requests are accurately logged, tracked and managed in Salesforce in line with the service model.
- Coordinate and support client meetings and calls, clearly articulating complex operational topics to internal and external stakeholders.
- For new segregated mandates, review Investment Management Agreements to identify and document in‑scope obligations within the Repository and implement appropriate ongoing monitoring.
- Review existing processes, identify and implement opportunities for efficiency, automation and risk reduction.
- Maintain a strong awareness of regulatory, market and industry developments impacting client servicing and operational delivery.
Qualifications
- Client servicing experience with direct client contact.
- Relationship management, including senior level relationships.
- Leading and influencing without authority.
- Proven understanding of investment operations, distribution channels and regulation.
- Ability to conduct complex analysis and present data in a meaningful way.
- Demonstrated track record of reviewing processes and making enhancements.
- Working knowledge of robust operating procedures and controls.
- Existing Invesco operational process and product knowledge would be beneficial.
- Ability to communicate effectively, both with internal and external clients.
- Academic background ideally educated to degree level.
- Willing to study for relevant industry examinations.
- Analytical and problem‑solving abilities.
- Highly team orientated.
- Work to and share best practice.
- Proactive and proven to work on own initiative.
- High attention to detail.
- Excellent written and verbal communication skills.
- Ability to work effectively under pressure.
- Able to demonstrate flexibility and adaptability.
- Disability Confident Scheme: Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. The scheme does not guarantee employment.
Benefits
- Company‑provided healthcare.
- A competitive annual leave allowance.
- Flexible working options, including hybrid working arrangements.
- Generous pension provisions.
- Income protection.
- Health and wellness benefits.
- Volunteering days.
- Enhanced parental leave.
- Life insurance.
Additional Information
Workplace model: Employees are expected to comply with Invesco’s Workplace Policy, which requires spending at least four full days each week working in an Invesco office to foster collaboration and relationship building.
