Client Service Manager

Summary:

The Client Service Manager will be responsible for managing a team of Client Service Associates and overseeing the day-to-day operations of the Private Client team.

Responsibilities:

• Ensure GW&K's clients are receiving pro-active and accurate information regarding their investment portfolios.
• Respond to client requests and resolve service issues.
• Partner with Wealth Advisors to prepare information for client meetings and attend client meetings as required.
• Manage client accounts and relationships in accordance with GW&K's investment philosophy.
• Review client service procedures on a regular basis and implement improvements as necessary.
• Work with Compliance, Operations, Trading, IT, Marketing and Investment teams to develop best practice procedures to keep client accounts running smoothly.
• Ensure all risk metrics are being researched and resolved daily with the Client Service Associates.
  
  

Qualifications:

• Bachelor's degree; 8-10 years of related industry experience with a focus on client service management in Private Asset Management.
• Strong analytical and problem-solving skills.
• Ability to build and maintain strong working relationships with clients.
• In-depth understanding of the financial markets, with a strong understanding of tax financial and estate planning.
• Experience with the various custodian providers.
• Strong working knowledge of Microsoft Word, Excel, Bloomberg.
• Experience with Black Diamond and Money Guide Pro a plus.
  
  

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.