Team Lead Client Reporting and Servicing
At Invesco, we're dedicated to delivering an investment experience that helps people get more out of life.
This means our employees as well as our clients, shareholders and the communities we serve.
We strive to achieve this through our:
Pure focus on investment:
We are independent and solely focused on investment management for the benefit of clients.
Diversity of thought:
This reflects our collaborative culture and decision-making style, which are focused on delivering strong outcomes for clients.
It also includes our comprehensive range of investment capabilities and geographies.
Passion to exceed - This defines our culture of high performance and not settling for average in anything we do.
We are privileged to manage assets on behalf of retail and institutional clients around the world by providing a comprehensive range of investment capabilities designed to help clients achieve their investment objectives.
Find more information at.
Job Purpose (Job Summary):
To deliver the highest standard of client reporting and servicing for clients and internal business partners, and supervising a Client Reporting team To ensure that all reporting deadlines are met, providing superior quality and execution, maintaining successful relationships with our internal partners, and leading of various projects, where appropriate Key Responsibilities / Duties:
Team lead responsibilities include, but are not limited to:
Coordination of the production process Ensure team deadlines are met Establish and implement policies and procedures Help to prioritize responsibilities for the team Resolve problems and escalate as needed and manage client and business partner relationships Review work prepared by direct reports, investment restriction monitoring, ensuring that accurate records are maintained for all clients Responding to queries from stakeholders and clients, management of complaint, breach and incident reporting Ensure all activities within the GDS team are performed accurately, timely and efficiently Conduct regular one-on-one meetings with direct reports; interview, hire, orient, and train employees; prepare and deliver performance reviews; and handle personnel issues as they arise Provide regular briefings to the Client Reporting Manager on significant issues, escalating any likelihood of failure to complete processes by deadlines, maintain and update the team issues log Ensure that policies and procedures are followed consistently and highlight necessary amendments Communicate to team the mission and goals of business unit and what is expected from them to achieve these results.
Facilitate direct reports in reaching their professional goals Coordinate and complete all assigned client reports and client service requests in conjunction with Sales & Service, Investment Centers, Marketing, Compliance, and other departments where necessary Manage projects related to transition of work to our team, account and strategy onboarding, continuous improvement initiatives, report automation, and any other firm initiatives Encourage team and leverage technology systems and tools for report rendering, task management, execution, and delivery Represent GDS North America Client reporting in various events or activities across the firm Time and resource management of the team Work Experience / Knowledge:
5 years financial services knowledge/experience 1
years line management experience Proficient with MS Office (Word, Excel, and PowerPoint) Skills / Other Personal Attributes Required:
Achieve excellence through strong execution:
Ability to work well under pressure Ability to conduct complex analysis and present data in a meaningful way Strong organizational and prioritization skills; keen attention to detail Ability to prioritize and manage multiple tasks simultaneously; self- starter with strong organizational, detail and problem solving skills Collaboration and teamwork:
Proactive attitude towards doing more with less and flexibility towards the continuously changing environment and responsibilities Extremely flexible and able to meet changing requirements and priorities Ability to collaborate and work well in a dynamic team environment with peers, managers, and cross functional groups Team player with the ability to coordinate initiatives across different geographic locations and functions Communicate effectively and respectfully:
Excellent written and verbal communication skills combined with effective listening and good interpersonal skills Set internal business partners expectations, and influence decisions and behaviors by combining facts, expertise in the processes and industry, with outstanding communication skills Open minded and willing to listen for other people's opinions Leadership and mentoring:
Ability to train and mentor the junior and mid-level analysts Experience in relationship management and stakeholder management and able to influence and build relationships at all levels of staff Promote innovation and continuous improvement:
Continually evaluate our team support structure and policies and procedures as the business needs and risks change Promote continuous improvement for greater efficiency and reduction of risk Think ahead and make fact-based decisions:
Quickly identify business problems and access our support system and knowledge base to provide best practice resolution Ability to make fact based decisions and provide creative solutions in sensitive situations Technical skills and business knowledge:
Technically savvy and ability to learn new tools and technology Experience in formal or informal project management methodologies Broad understanding of the global financial services industry, coupled with a deep understanding of the asset management segment of the industry and institutional client reporting & servicing Formal Education:
(minimum requirement to perform job duties) A Bachelor's Degree and equivalent work experience is required Working Conditions:
Normal office environment with little exposure to noise, dust and temperatures Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment Hours may include evenings and/or weekends and may include 24 hour a day on call support by email and phone FLSA (US Only):
Exempt 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 considerat ion 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.
#LI-MT1 At Invesco, we're dedicated to delivering an investment experience that helps people get more out of life.
This means our employees as well as our clients, shareholders and the communities we serve.
We strive to achieve this through our:
Pure focus on investment:
We.
Estimated Salary: $20 to $28 per hour based on qualifications.
This means our employees as well as our clients, shareholders and the communities we serve.
We strive to achieve this through our:
Pure focus on investment:
We are independent and solely focused on investment management for the benefit of clients.
Diversity of thought:
This reflects our collaborative culture and decision-making style, which are focused on delivering strong outcomes for clients.
It also includes our comprehensive range of investment capabilities and geographies.
Passion to exceed - This defines our culture of high performance and not settling for average in anything we do.
We are privileged to manage assets on behalf of retail and institutional clients around the world by providing a comprehensive range of investment capabilities designed to help clients achieve their investment objectives.
Find more information at.
Job Purpose (Job Summary):
To deliver the highest standard of client reporting and servicing for clients and internal business partners, and supervising a Client Reporting team To ensure that all reporting deadlines are met, providing superior quality and execution, maintaining successful relationships with our internal partners, and leading of various projects, where appropriate Key Responsibilities / Duties:
Team lead responsibilities include, but are not limited to:
Coordination of the production process Ensure team deadlines are met Establish and implement policies and procedures Help to prioritize responsibilities for the team Resolve problems and escalate as needed and manage client and business partner relationships Review work prepared by direct reports, investment restriction monitoring, ensuring that accurate records are maintained for all clients Responding to queries from stakeholders and clients, management of complaint, breach and incident reporting Ensure all activities within the GDS team are performed accurately, timely and efficiently Conduct regular one-on-one meetings with direct reports; interview, hire, orient, and train employees; prepare and deliver performance reviews; and handle personnel issues as they arise Provide regular briefings to the Client Reporting Manager on significant issues, escalating any likelihood of failure to complete processes by deadlines, maintain and update the team issues log Ensure that policies and procedures are followed consistently and highlight necessary amendments Communicate to team the mission and goals of business unit and what is expected from them to achieve these results.
Facilitate direct reports in reaching their professional goals Coordinate and complete all assigned client reports and client service requests in conjunction with Sales & Service, Investment Centers, Marketing, Compliance, and other departments where necessary Manage projects related to transition of work to our team, account and strategy onboarding, continuous improvement initiatives, report automation, and any other firm initiatives Encourage team and leverage technology systems and tools for report rendering, task management, execution, and delivery Represent GDS North America Client reporting in various events or activities across the firm Time and resource management of the team Work Experience / Knowledge:
5 years financial services knowledge/experience 1
years line management experience Proficient with MS Office (Word, Excel, and PowerPoint) Skills / Other Personal Attributes Required:
Achieve excellence through strong execution:
Ability to work well under pressure Ability to conduct complex analysis and present data in a meaningful way Strong organizational and prioritization skills; keen attention to detail Ability to prioritize and manage multiple tasks simultaneously; self- starter with strong organizational, detail and problem solving skills Collaboration and teamwork:
Proactive attitude towards doing more with less and flexibility towards the continuously changing environment and responsibilities Extremely flexible and able to meet changing requirements and priorities Ability to collaborate and work well in a dynamic team environment with peers, managers, and cross functional groups Team player with the ability to coordinate initiatives across different geographic locations and functions Communicate effectively and respectfully:
Excellent written and verbal communication skills combined with effective listening and good interpersonal skills Set internal business partners expectations, and influence decisions and behaviors by combining facts, expertise in the processes and industry, with outstanding communication skills Open minded and willing to listen for other people's opinions Leadership and mentoring:
Ability to train and mentor the junior and mid-level analysts Experience in relationship management and stakeholder management and able to influence and build relationships at all levels of staff Promote innovation and continuous improvement:
Continually evaluate our team support structure and policies and procedures as the business needs and risks change Promote continuous improvement for greater efficiency and reduction of risk Think ahead and make fact-based decisions:
Quickly identify business problems and access our support system and knowledge base to provide best practice resolution Ability to make fact based decisions and provide creative solutions in sensitive situations Technical skills and business knowledge:
Technically savvy and ability to learn new tools and technology Experience in formal or informal project management methodologies Broad understanding of the global financial services industry, coupled with a deep understanding of the asset management segment of the industry and institutional client reporting & servicing Formal Education:
(minimum requirement to perform job duties) A Bachelor's Degree and equivalent work experience is required Working Conditions:
Normal office environment with little exposure to noise, dust and temperatures Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment Hours may include evenings and/or weekends and may include 24 hour a day on call support by email and phone FLSA (US Only):
Exempt 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 considerat ion 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.
#LI-MT1 At Invesco, we're dedicated to delivering an investment experience that helps people get more out of life.
This means our employees as well as our clients, shareholders and the communities we serve.
We strive to achieve this through our:
Pure focus on investment:
We.
Estimated Salary: $20 to $28 per hour based on qualifications.
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