Client Service Associate

GP Fund Solutions; Town of Colonie (NY); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive Medical, Dental & Vision Insurance

Company-Paid Life Insurance & 401(k)

Generous PTO, Sick Time & Paid Holidays

Strong training plans and materials

Inclusive, team-oriented culture

Job summary

A forward-thinking fund administrator is seeking a Client Service Associate to support exceptional services and build lasting investor relationships. This position involves data management, communication with clients, and collaboration with internal teams. A Bachelor's degree and proficiency with Microsoft Office are required, with 0+ years of relevant experience considered. The role offers competitive benefits, including medical and dental insurance, 401(k), generous PTO, and a hybrid work schedule after the probation period.

Qualifications

• 0+ years of administrative or other related experience.

Responsibilities

• Enter and maintain non-financial data accurately.
• Process updates and revisions to investor and investment information.
• Coordinate and prepare monthly reconciliations for data accuracy.
• Communicate proactively with clients and team members.
• Upload and manage documents within online portals.
• Support projects related to client requests or operational goals.
• Develop and maintain initial CRM data.
• Extract and input data into standardized templates.

Skills

Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)

Education

Bachelor’s degree in business or related field

Job description

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!