What are the responsibilities and job description for the Client Service Associate - Institutional position at GW&K Investment Management?
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 :
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.
