GW&K Investment Management, LLC

Client Service Associate

Boston, MA

Sponsorship not specified$70k-$80kDetected 28 days ago

ExcelCommunicationProblem Solving

About the role

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.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography.

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.

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
Professional communication skills with the ability to interact effectively with clients and internal stakeholders
Demonstrated ability to work both independently and collaboratively across teams
Advanced proficiency in Microsoft Excel and familiarity with reporting tools
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
High level of integrity, discretion, and commitment to client confidentiality
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

Progress toward CFA, CFP, or similar designation is a plus
Experience with wealth management platforms (e.g., Black Diamond, MoneyGuidePro, Schwab Institutional) preferred

$70,000-$80,000 USD
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.
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 provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families.

This listing is sourced directly from GW&K Investment Management, LLC's careers page and normalized into a canonical job model.