Client Services Associate — Data & Investor Relations

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

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.