Client Service Associate

GW&K Investment Management, LLC; Burlington (NC); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health and dental care coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Hybrid work schedule

Job summary

GW&K Investment Management, LLC is seeking a Client Service Associate to act as a liaison between clients, portfolio managers, custodians, and operations. The role is based in Winter Park, FL with a hybrid schedule: four days in-office and one day remote.

The ideal candidate will have a bachelor’s degree in business, finance, or economics and at least two years of industry experience, preferably with managed accounts.

Qualifications

• Bachelor’s degree in business, finance, economics preferred.
• 2 years of industry experience; managed account experience preferred.
• Detail oriented with strong organizational skills and ability to meet deadlines.
• Able to work with all levels of management and prioritize multiple tasks.

Responsibilities

• Respond to and resolve client requests/inquiries promptly.
• Monitor new accounts, setup, closing, and transfers.
• Oversee and review account performance, cash flows, and balances.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Maintain client permanent files.
• Research performance issues and summarize findings.
• Perform cash management duties.
• Run daily, weekly, and monthly reports.
• Prepare and follow up for client meetings.

Skills

Attention to detail

Organizational skills

Interpersonal communication

Under pressure performance

MS Office (Word, Excel)

Learning mindset (finance)

Team collaboration

Education

Bachelor’s degree (business/finance/economics)

Tools

CRM software

Job description

The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.

Responsibilities

• Respond and resolve client requests/inquires on a timely basis.
• Monitor new accounts, set-up, closing accounts, and transfers.
• Oversee and review account performance, cash outflows and inflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Responsible for upkeep of client’s permanent file.
• Research performance issues.
• Cash management.
• Run daily, weekly, monthly reports.
• Prepare and follow up for client meetings.

Qualifications

• Bachelor’s degree, preferably in business, finance, or economics.
• 2 years of industry experience; managed account experience preferred.
• Must be detail oriented, possess strong organizational skills, work well under pressured time constraints while meeting strict deadlines.
• Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once.
• Ability to communicate and perform in pressured situations in an efficient and professional manner.
• Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
• Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.
• Must be proficient in Microsoft office applications, including Word and Excel.

This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

About GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.