Client Service & Portfolio Support (Hybrid)

Gwkinvest; Winter Park (FL); Hybrid; 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

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.