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Client Service Associate- Managed Accounts

Winter Park, FL

Summary

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

This is a hybrid role, 3 days in office and 2 days 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; 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.

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.

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I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

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I certify that I have provided truthful and complete responses to all inquiries on this application and understand that discovery of any falsification, omission or misleading statement may result in the denial of employment or, if I am already employed when such statement is discovered, immediate termination of my employment.

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In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

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I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

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I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.

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