Client Service Associate
GP Fund Solutions
Latham, NY
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See who GP Fund Solutions has hired for this role
See who GP Fund Solutions has hired for this role
Client Service Associate– GP Fund Solutions
As an Client Service Associate GPFS, you’ll play a key role in delivering exceptional services and building lasting investor relationships.
Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.
What You’ll Do:
As an Client Service Associate GPFS, you’ll play a key role in delivering exceptional services and building lasting investor relationships.
Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.
What You’ll Do:
- Enter and maintain non-financial data accurately, sourced from original documentation.
- Process updates and revisions to investor and investment non-financial information as needed.
- Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency.
- Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates.
- Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion.
- Support and review projects related to client requests or internal operational goals.
- Develop, organize, and maintain initial CRM data based on original documentation.
- Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness.
- Bachelor’s degree in business or related field.
- 0+ years of administrative or other related experience.
- Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
- Strong training plans and materials provided.
- Competitive Medical, Dental & Vision Insurance.
- Company-Paid Life Insurance & 401(k).
- Generous PTO, Sick Time & Paid Holidays.
- Hybrid Scheduling after probation period.
- Inclusive, team-oriented culture where people come first.
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Other -
Industries
Financial Services
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