GW&K Investment Management, LLC

GW&K Investment Management, LLC

Client Service Associate

Winter Park, FL

Sponsorship not specifiedDetected 28 days ago
ResearchOrganizational SkillsMicrosoft Office

About the role

  • Summary The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.
  • About GW&K GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals.

Requirements

  • Bachelor's degree, preferably in business, finance, or economics.
  • 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.
  • Must be proficient in Microsoft office applications, including Word and Excel.
  • 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.
  • This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
  • 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.

Nice to have

  • 2 years of industry experience
  • managed account experience preferred.

Compensation

  • 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 enviro

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