Investor Services Associate — Client Data & Relations

Gpfs; Minneapolis (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Holidays

Hybrid Schedule

Job summary

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to join our US-based team. You will enter and maintain investor data, support reconciliations, and communicate with clients to ensure timely updates.

The role offers a hybrid schedule after probation and a collaborative, growth-focused environment. The ideal candidate has a business-related bachelor’s degree, 0+ years of administrative experience, and strong proficiency in Microsoft Office products.

Qualifications

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

Responsibilities

• Enter and maintain non-financial data accurately from original documentation.
• Process updates and revisions to investor and investment non-financial information.
• Coordinate and/or prepare monthly reconciliations for data accuracy.
• Communicate proactively with clients and GPFS team members to resolve items and provide status updates.
• Upload and manage documents and campaigns within portals, coordinating with internal teams.
• Support and review projects related to client requests or internal goals.
• Develop and maintain initial CRM data based on original documentation.
• Extract and input data into standardized templates and internal systems.

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office (Excel, Word, Outlook, Teams)

Job description

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to join our US-based team. You will enter and maintain investor data, support reconciliations, and communicate with clients to ensure timely updates.

The role offers a hybrid schedule after probation and a collaborative, growth-focused environment. The ideal candidate has a business-related bachelor’s degree, 0+ years of administrative experience, and strong proficiency in Microsoft Office products.