Client Service Associate

GW&K Investment Management; Winter Park (FL); Hybrid; USD 52,000 - 75,000; Full time

Job summary

GW&K Investment Management in Winter Park, FL is seeking a Client Service Associate to act as a liaison between clients, portfolio managers, custodians, and the operations and reconciliation departments.

You will respond to client requests, monitor accounts, execute transfers, review performance and cash flows, and prepare for client meetings. The role is based in our Winter Park office on a hybrid schedule—four days in-office and one day remote.

Qualifications

• Bachelor’s degree in business, finance, or economics.
• 2 years of industry experience; managed account experience preferred.
• Detail oriented with strong organizational skills.
• Ability to work under pressure and meet deadlines.
• Strong interpersonal skills and independence.
• Willingness to learn about the financial industry and firm strategies.
• Proficiency in Microsoft Office (Word and Excel).

Responsibilities

• Respond to and resolve client requests in a timely manner.
• Monitor new accounts, setup, closing accounts, and transfers.
• Oversee and review account performance, cash outflows and inflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Maintain client’s permanent file.
• Research performance issues.
• Cash management.
• Run daily, weekly, monthly reports.
• Prepare and follow up for client meetings.

Skills

Detail oriented

Organizational skills

Communication under pressure

Interpersonal skills

Multitasking

Education

Bachelor’s degree in business/finance/economics

Tools

Microsoft Word

Microsoft Excel

Job description

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

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.