Client Service Associate

Join to apply for the Client Service Associate role at GW&K Investment Management.The Client Service Associate acts as a liaison between the client, portfolio manager, custodian, and operations department.This role is based in our Boston, MA office with a hybrid schedule.ResponsibilitiesRespond to and resolve client requests/inquiries promptly.Monitor new accounts, setup, closing accounts, and transfers.Oversee and review account performance, cash inflows and outflows.Monitor asset allocation, cash balance, overdrafts, and investments.Maintain the client's permanent file.Research performance issues.Manage cash flows.Generate daily, weekly, and monthly reports.Prepare for and follow up after client meetings.QualificationsBachelor's degree in business, finance, or economics preferred.At least 2 years of industry experience, preferably with private wealth client exposure; CFA or CFP candidates are preferred.Detail-oriented with strong organizational skills and ability to work under pressure to meet deadlines.Excellent interpersonal skills, ability to work independently, and prioritize tasks.Effective communication skills in high-pressure situations.Willingness to learn about the financial industry and the company's investment strategies.Curiosity for learning and improving all aspects of the role, including technology and organization.Experience with Black Diamond, Money Guide Pro, or Schwab Institutional products is a plus.Proficiency in Microsoft Office applications, including Word and Excel.GW&K Investment Management is an equal opportunity employer, providing employment opportunities without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other protected characteristic.Additional DetailsSeniority level: Entry levelEmployment type: Full-timeJob function: OtherIndustries: Technology, Information and InternetReferrals increase your chances of interviewing at GW&K Investment Management by 2x.Get notified about new Client Service Associate jobs in Boston, MA. #J-18808-Ljbffr

Created: 2025-09-17