Client Service Associate

Gwkinvest; Winter Park (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health and dental care coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Job summary

Gwkinvest is seeking a Client Service Associate in Winter Park, FL, to serve as a liaison between clients and various departments. Responsibilities include managing client inquiries, overseeing account performance, and preparing for meetings. Candidates should hold a Bachelor’s degree in business, finance, or economics, with 2 years of industry experience. The role offers a hybrid schedule of 4 in-office days and 1 remote day, along with comprehensive benefits including health care and a 401k plan.

Qualifications

• 2 years of industry experience; managed account experience preferred.
• Ability to work under pressured time constraints while meeting strict deadlines.
• Curiosity for learning and improving upon all aspects of the position.

Responsibilities

• Respond and resolve client requests/inquiries.
• Monitor new accounts, set-up, closing accounts, and transfers.
• Prepare and follow up for client meetings.

Skills

Detail oriented

Strong organizational skills

Interpersonal skills

Microsoft Office proficiency

Education

Bachelor’s degree in business, finance, or economics

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/inquiries 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.

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.