Client Service Associate

Summary

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

This role is based in our Boston, MA office with a hybrid schedule - 4 days per week in-office, 1 day per week remote.

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, preferably with prior Private Wealth end-client exposure; candidates pursuing their CFA or CFP designations preferred.
• Must be detail oriented, possess strong organizational skills and 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.
• Prior experience with Black Diamond, Money Guide Pro and/or Schwab Institutional products is a plus.
• Must be proficient in Microsoft office applications, including Word and Excel.
  
  

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.