Job Application for Client Service Associate at GW&K Investment Management, LLC

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Summary:

The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This role is responsible for ensuring seamless execution of client requests, maintaining account integrity, and supporting the overall client relationship.

Responsibilities:

Serve as a day-to-day contact for clients, delivering timely, accurate, and high-quality service across all inquiries and requests.
Coordinate account lifecycle activities including new account onboarding, transfers, maintenance, and account closures.
Monitor client portfolios for cash activity, asset allocation, and investment positioning; proactively identify and escalate issues.
Oversee cash management needs, including funding requests, distributions, and liquidity planning.
Investigate and resolve performance-related or operational discrepancies in partnership with internal teams and custodians.
Maintain accurate and up-to-date client records, ensuring all documentation and client files meet compliance standards.
Generate and review recurring and ad hoc reports to support client communication and internal decision-making.
Prepare materials for client meetings, including performance reporting and portfolio summaries; track and follow up on action items.

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field
2+ years of experience in wealth management, asset management, or financial services, preferably with direct client exposure
Progress toward CFA, CFP, or similar designation is a plus
Strong attention to detail with the ability to manage multiple priorities in a fast-paced, deadline-driven environment
Excellent organizational, problem-solving, and follow-through skills
Professional communication skills with the ability to interact effectively with clients and internal stakeholders
Demonstrated ability to work both independently and collaboratively across teams
High level of integrity, discretion, and commitment to client confidentiality
Experience with wealth management platforms (e.g., Black Diamond, MoneyGuidePro, Schwab Institutional) preferred
Advanced proficiency in Microsoft Excel and familiarity with reporting tools

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

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$70,000-$80,000 USD

About GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

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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This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

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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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