Client Service Associate at GW&K

Setup: Hybrid
Location: Winter Park, Florida
Type: Full-time
Level: Entry-level
Posted: Apr 23, 2026

Description

The Client Service Associate serves as a bridge between clients, portfolio managers, custodians, and internal operations/reconciliation teams. This role involves promptly addressing client inquiries, managing new and existing accounts, monitoring performance metrics like cash flows and asset allocations, overseeing cash management, generating various reports, and preparing for client meetings.

Required Skills

Microsoft Office Applications
Word
Excel

Additional Information

Required Previous Experiences: 2 years of industry experience
managed account experience preferred.
Preferred Qualifications: detail oriented
strong organizational skills
work well under pressured time constraints while meeting strict deadlines.
work well with all levels of management
good interpersonal skills
work independently and prioritize while handling several tasks at once.
communicate and perform in pressured situations in an efficient and professional manner.
ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.