{"id":879599,"url":"https://alion.io/job/gwkinvest-client-service-associate","title":"Client Service Associate","company":{"id":674073,"name":"GW&K Investment Management","domain":"gwkinvest.com","url":"https://alion.io/company/gwkinvest","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Winter Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":33000,"max_usd":64000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1114},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-08-07T12:51:06Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-10-17T10:50:21Z","board_verified":true,"closed_at":null,"days_open":70,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":70},"description":"Summary\nThe Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments. This role helps ensure account activity is completed accurately and timely while supporting account administration, cash management, reporting, and client meeting preparation.\nResponsibilities\nRespond to client requests and inquiries promptly, professionally, and through resolution.\nCoordinate the opening, maintenance, transfer, and closure of client accounts, ensuring required information and documentation are complete.\nReview account activity and performance, including cash inflows and outflows, and investigate and escalate discrepancies as appropriate.\nMonitor asset allocation, cash balances, overdrafts, and investments; identify exceptions and coordinate follow-up with the appropriate teams.\nCoordinate cash management activities and communicate status, timing, and required actions to relevant stakeholders.\nMaintain accurate and complete client permanent files and related account records in accordance with firm procedures.\nCollaborate with portfolio managers, custodians, and operations and reconciliation teams to resolve account and reporting issues.\nPrepare and distribute daily, weekly, and monthly reports, ensuring information is accurate and delivered on schedule.\nPrepare for client meetings by compiling relevant account information and materials, and track and follow up on resulting action items.\nQualifications\nBachelor’s degree in Business, Finance, Economics, or a related field.\n2 years of relevant industry experience; managed account experience preferred.\nDetail-oriented with strong organizational skills and the ability to work under time constraints while meeting deadlines.\nStrong interpersonal skills and the ability to work effectively with all levels of management.\nAbility to work independently, prioritize competing tasks, and manage multiple responsibilities simultaneously.\nAbility to communicate and perform efficiently and professionally in high-pressure situations.\nDemonstrated eagerness to learn about the financial industry, including the firm’s philosophies and investment strategies, and to continuously improve processes, technology, and organizational practices.\nProficiency in Microsoft Office applications, including Word and Excel.\nThis role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. \nGW&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.","description_format":"text","description_chars":2878,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-13T23:41:42Z"},{"event":"close","at":"2026-09-16T15:27:03Z"},{"event":"reopen","at":"2026-09-25T21:09:11Z"}],"visa":[],"liveness":{"score":10,"band":"cold","label":"Long shot","p_open":1,"p_active":0.371,"p_room":0.28,"age_days":70,"expected_fill_days":28,"reasons":["conf:1","win:tail","crowd:junior"],"computed_at":"2026-10-17T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/gwkinvest-client-service-associate","json_url":"https://alion.io/job/gwkinvest-client-service-associate.json","meta":{"generated_at":"2026-10-17T12:38:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16811,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":674073},"rest":"https://alion.io/mcp/rest/get_company?id=674073"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgwkinvest-client-service-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgwkinvest-client-service-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgwkinvest-client-service-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/gwkinvest-client-service-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgwkinvest-client-service-associate"}]}