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Client Operations Manager

External
invesco logoInvesco · Henley-on-thames, Oxfordshire
Part-timeRemote5d ago
Process ImprovementSalesforceStakeholder Management
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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.
  • Ensuring 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, implement appropriate ongoing monitoring.
  • Reviewing 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.

Requirements

  • 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
  • Ability and 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 :
  • The Disability Confident Scheme only guarantees an interview - it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.
  • Full Time / Part Time
  • Full time
  • Worker Type
  • Employee
  • Job Exempt (Yes / No)
  • Yes
  • Workplace Model
  • If this sounds like you, we'd love to hear from you! We want all of our candidates to shine d

Benefits

Health insuranceVision insuranceFlexible scheduleParental leave

Additional Information

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. Job Description We have an outstanding benefits package which includes: 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 Your Role: The Client Operations Manager is responsible for delivering end‑to‑end operational support for institutional clients with segregated mandates. Acting as the primary operational point of contact, the role partners closely with Client Onboarding, Client Relationship Managers and internal investment, middle and back office teams to resolve queries, escalations and implement operational solutions. The position focuses on enhancing the client experience through effective query resolution and process improvement. This role requires operational knowledge, stakeholder management skills, and a proactive, client‑centric approach.


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