Client Service Associate
GP Fund Solutions Latham, United StatesClient Service Associate
GP Fund Solutions Latham, United States
Client Service Associate
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:
What We're Looking For:
Why GPFS?
At GPFS, every voice matters and every win is shared. We're raising the bar in our industry-come grow with us!
#LI-GP1
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.
What We're Looking For:
- Bachelor's degree in business or related field.
- 0+ years of administrative or other related experience.
- Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
Why GPFS?
- 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.
At GPFS, every voice matters and every win is shared. We're raising the bar in our industry-come grow with us!
#LI-GP1
Job ID MAUekptXPaYJ
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
More Jobs From GP Fund Solutions
GP Fund Solutions
Latham, United States
GP Fund Solutions
Latham, United States
GP Fund Solutions
Latham, United States
GP Fund Solutions
Latham, United States
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.More Jobs Like This