layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Service Associate
GW&K Investment Management, LLC
Winter Park, FL
Source: GW&K Investment Management, LLC careers · View original posting
Employer job description
From GW&K Investment Management, LLC's posting. “We” and “our” refer to the employer.
Summary
The 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.
Responsibilities
- Respond to client requests and inquiries promptly, professionally, and through resolution.
- Coordinate the opening, maintenance, transfer, and closure of client accounts, ensuring required information and documentation are complete.
- Review account activity and performance, including cash inflows and outflows, and investigate and escalate discrepancies as appropriate.
- Monitor asset allocation, cash balances, overdrafts, and investments; identify exceptions and coordinate follow-up with the appropriate teams.
- Coordinate cash management activities and communicate status, timing, and required actions to relevant stakeholders.