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Client Service Associate

GP Fund Solutions Latham, États-Unis
Mise en ligne il y a 18 heures CDI Competitive

Client Service Associate

GP Fund Solutions Latham, États-Unis
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:



  • 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!



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