Investor Services Associate - Client Data & CRM (Hybrid)

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Generous PTO

Sick Time

Paid Holidays

Hybrid Scheduling

Team-oriented culture

Job summary

GP Fund Solutions (GPFS) is hiring an Investor Services Associate to maintain investor data and support client relationships across the US, UK, and EU. You’ll enter data from source documents, manage updates, and coordinate reconciliations to ensure accuracy.

The role emphasizes collaboration with internal teams and proactive client communication. Candidates should have a bachelor’s degree in business or related field, and 0+ years of administrative experience, with strong MS Office skills.

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.
• Communicate proactively with clients and GPFS team members to resolve open items and provide timely status updates.
• Upload and manage documents, and create campaigns within industry portals in collaboration with internal teams.
• Support and review projects related to client requests or internal goals.
• Develop, organize, and maintain initial CRM data from original documentation.
• Extract and input data into standardized templates and internal systems with accuracy and efficiency.

Skills

Administrative experience

Microsoft Office

Education

Bachelor’s degree in business or related field

Tools

Excel

Word

Outlook

Teams

Job description

GP Fund Solutions (GPFS) is hiring an Investor Services Associate to maintain investor data and support client relationships across the US, UK, and EU. You’ll enter data from source documents, manage updates, and coordinate reconciliations to ensure accuracy.

The role emphasizes collaboration with internal teams and proactive client communication. Candidates should have a bachelor’s degree in business or related field, and 0+ years of administrative experience, with strong MS Office skills.