Hybrid Client Services Associate - Data & CRM Support

GP Fund Solutions; Latham (NY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Training plans

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

PTO & Holidays

Hybrid Scheduling

Inclusive culture

Job summary

GP Fund Solutions (GPFS) is hiring a Client Service Associate to deliver exceptional services and nurture investor relationships. You will manage non-financial data, coordinate reconciliations, and communicate with clients and internal teams to ensure timely updates.

The role requires a business-related bachelor’s degree and 0+ years of admin experience, with proficiency in the Microsoft Office suite. Hybrid work arrangements are available after probation.

Qualifications

• Bachelor’s degree in business or related field.
• 0+ years of administrative or other related experience.
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).

Responsibilities

• 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.

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office

Job description

GP Fund Solutions (GPFS) is hiring a Client Service Associate to deliver exceptional services and nurture investor relationships. You will manage non-financial data, coordinate reconciliations, and communicate with clients and internal teams to ensure timely updates.

The role requires a business-related bachelor’s degree and 0+ years of admin experience, with proficiency in the Microsoft Office suite. Hybrid work arrangements are available after probation.