Client Relationship Manager

Posted Yesterday
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Henley-on-Thames, Oxfordshire, England, GBR
In-Office
Entry level
Fintech
The Role
Supports strategic institutional and defined-contribution client relationships across the UK. Partners with sales teams, clients, consultants, and internal stakeholders on technical requirements, service-level and legal agreements, implementations, reporting, issue resolution, and process improvements. Serves as a central contact for strategic technical matters, coordinates cross-functional delivery, maintains governance, and supports client growth and future partnerships. The role requires financial markets knowledge, strong communication, relationship management, organizational skills, and Microsoft Office proficiency.
Summary Generated by Built In

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:

To provide dedicated technical and client relationship support across the UK business, with an initial priority on UK Institutional and strategically important DC clients. The role will protect continuity for existing strategic relationships, create flexible servicing capacity that can be redirected across UK business lines as demand changes, and support the development and implementation of future strategic partnerships.


Key Responsibilities:

  • To assist UK sales teams, with an initial Institutional focus, in achieving growth objectives through close technical partnerships with key clients and consultants. Support the negotiation and implementation of technical, operational, service-level and legal requirements for strategic relationships
  • Engage in open, honest and realistic dialogue with key clients and consultants to understand their technical needs and provide practical solutions. Maintain an appropriate governance and technical-review cadence for priority relationships, including strategically important DC clients and future strategic partnerships as they develop
  • To seek ways of improving the service provision to key clients through an understanding of Invesco’s systems and procedures
  • To have an awareness of local industry standards and future developments, coupled with excellent knowledge of key clients technical expectations
  • Develop and maintain robust communication links between UK Distribution and internal and external functional teams. Coordinate delivery across stakeholders, provide client context where required and create repeatable processes, leadership updates and stakeholder connections that can support future strategic partnerships. Continue to support relevant monitoring and policy activities where specific client knowledge or contact is required
  • Take responsibility for building and maintaining relationships with operational heads and senior operational managers within major client firms. Act as the central point of contact and owner for strategic technical matters, protecting continuity through the handover of strategically important DC clients and supporting emerging DC relationships as opportunities progress.
  • Oversee and support internal and client reporting requirements, including clear leadership updates for strategic relationships and pipeline activity
  • Lead or support local coordination for strategic client implementations and change activity. Apply repeatable processes to reduce implementation risk and enable the servicing model to scale across relationships
  • Oversee and manage technical enquiries and issues by coordinating the appropriate business SMEs, maintaining ownership through to resolution and ensuring the service model expected by clients and consultants is maintained
  • Provide general sales and consultant-relations support, contributing to revenue growth across UK Institutional business segments and flexing capacity to other UK business lines where priorities change
  • Support non-sales, technical and wider UK business activities as required, allowing capacity to be redeployed in line with changing demand and strengthening the resilience of the UK CRM team

What you can bring:

  • Previous experience in a financial sector operational environment is desirable
  • Experience of managing client relationships is advantageous
  • Experience relating to the negotiation and implementation of Service Level and Legal Agreements
  • Experience supporting complex strategic relationships, implementations or cross-functional projects is advantageous
  • Knowledge of financial markets and investment products is desirable
  • Ability to understand the financial markets and investment products
  • Sound IT skills, including Word, PowerPoint and Excel.  Must be open to learning new technologies
  • Educated to degree level or equivalent.  Alternatively, sufficient experience with relevant industry qualifications
  • Successful candidate is required to have or be willing to undertake a industry qualification
  • Some periodic flexibility required regarding working hours and ability to accommodate some travel
  • Sound communication and influencing skills
  • Self-motivated and able to work autonomously, with strong time management and organisational skills and the flexibility to manage changing priorities across UK business lines
  • Able to work independently and within a team environment to build and maintain strong working relationships through coaching and mentoring
  • Excellent communication skills
  • Computer literate (knowledge of Client Relationship Management (CRM) systems and Microsoft office packages)

Disability Confident Scheme: 


Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the 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.  

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [email protected]confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.  

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No
Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role's advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

Skills Required

  • Experience in a financial sector operational environment
  • Experience managing client relationships
  • Experience negotiating and implementing service-level and legal agreements
  • Experience supporting complex strategic relationships, implementations, or cross-functional projects
  • Knowledge of financial markets and investment products
  • Ability to understand financial markets and investment products
  • Sound IT skills, including Microsoft Word, PowerPoint, and Excel
  • Willingness to learn new technologies
  • Degree-level education or equivalent relevant experience and industry qualifications
  • Have or be willing to undertake an industry qualification
  • Flexibility regarding working hours and ability to accommodate some travel
  • Sound communication and influencing skills
  • Self-motivated, autonomous, organized, and able to manage changing priorities
  • Ability to work independently and in a team while building strong working relationships
  • Excellent communication skills
  • Computer literacy, including CRM systems and Microsoft Office packages

Invesco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invesco and has not been reviewed or approved by Invesco.

  • Retirement Support — Retirement programs emphasize a strong 401(k) design with immediate eligibility and match vesting, alongside references to employer contributions that support long-term savings. Materials position retirement offerings as a core element of a comprehensive total-rewards package.
  • Parental & Family Support — Parental leave is positioned as a robust offering in the U.S. and EMEA, with detailed paid-leave durations previously disclosed and an emphasis on inclusive, gender-neutral policies. Company information indicates broad parental-leave availability as part of total rewards, subject to local specifics.
  • Leave & Time Off Breadth — Paid time off and holidays are highlighted as meaningful components of the package, with flexibility noted in some areas. Feedback suggests certain U.S. exempt roles use flexible or “unlimited” PTO approaches that enhance practical time-off access.

Invesco Insights

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The Company
HQ: Atlanta, Georgia
4,700 Employees

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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