Client Service Associate | Hybrid Finance Support

Imea; Winter Park (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health and dental care coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Job summary

GW&K Investment Management seeks a Client Service Associate to act as a liaison between clients, portfolio managers, custodians, and operations. The role is based in Winter Park, FL, on a hybrid schedule with 4 days in-office and 1 day remote.

The ideal candidate holds a bachelor’s degree in business, finance, or economics and has about 2 years of industry experience, preferably in managed accounts. Strong detail orientation, organizational skills, and the ability to work under deadlines are

Qualifications

• Bachelor’s degree in business, finance, or economics.
• 2 years of industry experience; managed account experience preferred.
• Detail-oriented with strong organizational skills and ability to work under time constraints.
• Able to work with all management levels, strong interpersonal skills, and multi-tasking.
• Willingness to learn about financial industry and investment strategies.
• Proficient in Microsoft Office applications (Word, Excel).

Responsibilities

• Respond to and resolve client requests in a timely manner.
• Monitor new accounts, set up, close accounts, and transfers.
• Oversee and review account performance, cash inflows and outflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Maintain client permanent files.
• Research performance issues.
• Manage cash flow.
• Run daily, weekly, and monthly reports.
• Prepare and follow up for client meetings.

Skills

Detail oriented

Organizational skills

Interpersonal skills

Communication under pressure

Microsoft Word

Microsoft Excel

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Word

Job description

GW&K Investment Management seeks a Client Service Associate to act as a liaison between clients, portfolio managers, custodians, and operations. The role is based in Winter Park, FL, on a hybrid schedule with 4 days in-office and 1 day remote.

The ideal candidate holds a bachelor’s degree in business, finance, or economics and has about 2 years of industry experience, preferably in managed accounts. Strong detail orientation, organizational skills, and the ability to work under deadlines are