What are the responsibilities and job description for the Client Service Associate position at gwkinvestmentmanagementllc?
Summary
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/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; 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 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.