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Investment Client Services Associate — Hybrid Role

Remote / Online - Candidates ideally in
Winter Park, Orange County, Florida, 32792, USA
Listing for: GW&K Investment Management
Full Time, Remote/Work from Home position
Listed on 2026-08-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 52000 - 75000 USD Yearly USD 52000.00 75000.00 YEAR
Job Description & How to Apply Below

GW&K Investment Management in Winter Park, FL is seeking a Client Service Associate to act as a liaison between clients, portfolio managers, custodians, and the operations and reconciliation departments.

You will respond to client requests, monitor accounts, execute transfers, review performance and cash flows, and prepare for client meetings. The role is based in our Winter Park office on a hybrid schedule—four days in-office and one day remote.

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Position Requirements
10+ Years work experience
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