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Client Service Associate
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Summary:
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.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 and inflows
• Monitor asset allocation, cash balance, overdrafts, and investments
• Responsible for upkeep of client’s permanent file
• Research performance issues
•
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Summer Intern 2025, Marketing
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Summary:
GW&K is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. We are a dynamic and growing firm, eager to welcome talented, motivated, and team-oriented interns to join our team through GW&K's 10-week Summer Internship Program. This internship offers the opportunity to gain hands-on experience in marketing within the investment management industry, collaborating closely with experienced
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Summer Intern 2025, Client Service & Operations
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Summary:
GW&K is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. We are a dynamic and growing firm, eager to welcome talented, motivated, and team-oriented interns to join our team through GW&K's 10-week Summer Internship Program. This internship offers hands-on experience with our Client Service and Operations teams, two critical functions that ensure the seamless operation of our firm while
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Summer Intern 2025, Enterprise Data & Analytics
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Summary:
GW&K is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. We are a dynamic and growing firm, eager to welcome talented, motivated, and team-oriented interns to join our team through GW&K's 10-week Summer Internship Program. This internship provides hands-on experience with our Enterprise Data and Analytics Team, which plays a critical role in managing and analyzing the firm's vast amount
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Summer Intern 2025, Investment Teams
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Summary:
GW&K is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. We are a dynamic and growing firm, eager to welcome talented, motivated, and team-oriented interns to join our team through GW&K's 10-week Summer Internship Program. During this program, interns will have the opportunity to gain hands-on experience in either Municipal Bonds, Taxable Fixed Income, or Equities, while collaborating
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