Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

BEAU FUCHS

Edgewater,CO

Summary

Strategic client service leader with 14+ years of experience, specializing in customer success, cross-functional collaboration, and people leadership. Proven track record of managing executive-level client relationships, and driving retention and growth. Adept at mentoring high-performing teams, developing service governance frameworks, and achieving operational excellence to improve client experience.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Client Service Manager North America Institutional

INVESCO Ltd.
Denver, CO
09.2022 - Current
  • Manage executive-level relationships with large institutional clients ($3B+ in investable assets), driving strategic alignment and account growth.
  • Led execution of OGSM (Objectives, Goals, Strategies, Measures) framework for top-tier U.S. clients, improving client experience and identifying expansion opportunities.
  • Support a high-performing territory responsible for ~35% of total client mandates awarded, with 80% sourced from existing relationships, demonstrating strong client trust and relationship management.
  • Partner cross-functionally with sales, investments, product, operations, finance, legal, and compliance teams to ensure seamless client lifecycle execution and operational excellence.
  • Oversee client onboarding and agreement execution, improving ease of doing business and resulting in improved client satisfaction and reduced onboarding time.
  • Mentor and coach team members, fostering a collaborative culture and enhancing team performance.
  • Streamlined client deliverables, reducing manual touchpoints by 25%, leading to savings and operational efficiency.

Vice President Client Service Management

BNP PARIBAS
Denver, CO
03.2021 - 09.2022
  • Directed service delivery for one of BNP’s largest global clients, overseeing custody, middle office, and fund administration for ~$300B in assets.
  • Recruited, mentored, and led a high-performing Denver-based Client Service team, driving performance and professional development.
  • Negotiated contractual agreement and SLA’s directly with senior client leadership, strengthening client partnerships and aligning service delivery with strategic goals.
  • Designed and implemented service governance framework, ultimately reducing escalations by ~60% and improving SLA adherence.

Assistant Vice President Client Service Management

BNP PARIBAS
Denver, CO
04.2018 - 03.2022
  • Facilitate the resolution of escalated operational issues across the organization by developing, evolving, and overseeing a formal service governance framework.
  • Developed and monitored KPIs, presenting insights to senior leadership to enhance client engagement and overall relationship health.
  • Spearheaded the Denver office build-out and successfully launched the U.S. 40 Act Fund service offering, expanding BNP’s US capabilities and client reach.

Supervisor Dealer Ops & Trading Services, Intermediary Operations

OPPENHEIMERFUNDS
Denver, CO
01.2017 - 04.2018
  • Directed a staff of 15 associates servicing $140B in mutual fund assets across 100+ dealers.
  • Developed strategic initiatives forging intimate relationships with partner firms to support a client-centric model resulting in 97% client satisfaction rating.
  • Delivered associate performance review strategies to ensure optimal service levels, culture, and collaboration.

Supervisor, Institutional Services

OPPENHEIMERFUNDS
Denver, CO
01.2015 - 01.2017
  • Managed a team of ~10 associates dedicated to the servicing of consultants and institutional clients totaling approximately $34 billion in assets.
  • Primary escalation point for complex internal and external operational issues across diverse range of investment products.

Assistant Supervisor Advisor Services, Intermediary Operations Service Center

OPPENHEIMERFUNDS
Denver, CO
01.2014 - 01.2015
  • Progressed through multiple roles in client relations and intermediary operations, gaining deep exposure to service models and people management.

Liaison Associate Intermediary Operations Service Center

OPPENHEIMERFUNDS
Denver, CO
01.2013 - 01.2014

Estate & Retirement Plans Associate Client Relations Call Center

OPPENHEIMERFUNDS
Denver, CO
01.2011 - 01.2013

Education

Bachelors of Science in Business Administration (BSBA) - Finance, Statistics

University of Denver
Denver, CO
05-2011

Skills

  • 10 Years of Client Service & Relationship Management
  • Cross-Functional Collaboration & Stakeholder Engagement
  • Client Life Cycle Management
  • Client Success Strategy Development & Implementation
  • 5 Years of People Leadership & Development
  • KPI Development & Service Governance
  • Escalation Management & Issue Resolution
  • SaaS Consumer - Salesforce, MS Office, Adobe, Workday, Docusign, ChatGPT

Certification

  • US Financial Services FINRA Series 7, Expired, 12/31/18
  • FINRA Series 6, Expired, 12/31/18

Timeline

Client Service Manager North America Institutional

INVESCO Ltd.
09.2022 - Current

Vice President Client Service Management

BNP PARIBAS
03.2021 - 09.2022

Assistant Vice President Client Service Management

BNP PARIBAS
04.2018 - 03.2022

Supervisor Dealer Ops & Trading Services, Intermediary Operations

OPPENHEIMERFUNDS
01.2017 - 04.2018

Supervisor, Institutional Services

OPPENHEIMERFUNDS
01.2015 - 01.2017

Assistant Supervisor Advisor Services, Intermediary Operations Service Center

OPPENHEIMERFUNDS
01.2014 - 01.2015

Liaison Associate Intermediary Operations Service Center

OPPENHEIMERFUNDS
01.2013 - 01.2014

Estate & Retirement Plans Associate Client Relations Call Center

OPPENHEIMERFUNDS
01.2011 - 01.2013

Bachelors of Science in Business Administration (BSBA) - Finance, Statistics

University of Denver

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