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Client Service Associate - Institutional

Boston, MA

Summary:

GW&K is seeking a Client Service Associate to join the Institutional Team, serving as a liaison between clients, consultants, and internal business partners, including operations, marketing, legal, compliance and performance. This is a hybrid position, 3 days in the office and 2 days remote.

Responsibilities:

  • Act as a point of contact for institutional clients and consultants, addressing inquiries and resolving issues in a timely and professional manner.
  • Ensure all clients’ reporting and servicing needs are delivered in accordance with their requirements.
  • Coordinate responses to clients’ and consultants’ requests for data, questionnaires, and other documentation.
  • Manage account setups, terminations, and transitions, ensuring all documentation and processes comply with firm standards and regulatory requirements.
  • Oversee and monitor account performance and cash flows.
  • Partner with Legal, Compliance and Investment teams on guideline and contract amendments.
  • Liaise with internal teams (Operations, Compliance, Performance, Marketing, Portfolio Management) to ensure accurate and timely resolution to client and consultant inquiries.
  • Responsible for upkeep of client’s permanent file.
  • Maintain and enrich CRM system with client data.
  • Prepare presentations, meeting notes and manage follow up for client and consultant meetings.
  • Support and encourage a team-oriented model with effective communication, transparency and trust.

Qualifications:

  • Bachelor’s degree, preferably in business, finance or economics.
  • Work towards CFA/and or MBA.
  • 3-5 years of financial services experience focused on client service or a related position.
  • 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 in a professional manner, possess strong interpersonal skills, work independently and prioritize while handling several tasks at once.
  • Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of GW&K. Must be resourceful, creative, flexible, and comfortable with ambiguity.
  • Must be proficient in Microsoft office applications, including Word and Excel.
  • Boston, MA 

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 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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