About the Role
Summary
The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.
Responsibilities
- Respond and resolve client requests/inquires on a timely basis.
- Monitor new accounts, set-up, closing accounts, and transfers.
- Oversee and review account performance, cash outflows
Company
GW&K Investment Management, LLC →Job Details
- Location
- Winter Park, FL
- Work Type
- On-site / Hybrid
- Posted
- 3 weeks ago