Wealth Client Services Specialist

GW&K Investment Management, LLC; Boston (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health and dental care coverage

Employer-matched 401(k)

Tuition reimbursement

Parental leave

Job summary

GW&K Investment Management, LLC is seeking a Client Service Associate in Boston, MA. This role serves as a primary contact for high-net-worth clients, ensuring exceptional service while collaborating with Portfolio Managers and internal operations.

The ideal candidate will hold a Bachelor’s degree and have at least 2 years of relevant experience, ideally with direct client exposure. A dedication to detail and strong organization skills are essential.

The salary range is $70,000-$80,000 with additional benefits including health care, retirement plans, and work-life balance support.

Qualifications

• 2+ years of experience in wealth management, asset management, or financial services with client exposure.
• Progress toward CFA, CFP, or similar designation is a plus.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a day-to-day contact for clients, delivering high-quality service.
• Coordinate account lifecycle activities including onboarding and account closures.
• Monitor client portfolios for cash activity and investment positioning.

Skills

Attention to detail

Organizational skills

Professional communication

Problem-solving skills

Client interaction

Microsoft Excel proficiency

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Wealth management platforms

Reporting tools

Job description

GW&K Investment Management, LLC is seeking a Client Service Associate in Boston, MA. This role serves as a primary contact for high-net-worth clients, ensuring exceptional service while collaborating with Portfolio Managers and internal operations.

The ideal candidate will hold a Bachelor’s degree and have at least 2 years of relevant experience, ideally with direct client exposure. A dedication to detail and strong organization skills are essential.

The salary range is $70,000-$80,000 with additional benefits including health care, retirement plans, and work-life balance support.