Investor Services Associate - Client Ops & Data Specialist

GP Fund Solutions; Town of Colonie (NY); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life Insurance & 401(k)

PTO, Sick Time & Paid Holidays

Job summary

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to join our team in delivering exceptional investor services and building lasting investor relationships. You’ll enter and maintain data, support reconciliations, and coordinate with clients and internal teams to ensure timely updates.

With a Bachelor’s in business and 0+ years of administrative experience, you’ll leverage Microsoft Office tools and CRM systems to organize information and drive accuracy.

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, 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 (Excel, Word, Outlook, Teams)

Job description

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to join our team in delivering exceptional investor services and building lasting investor relationships. You’ll enter and maintain data, support reconciliations, and coordinate with clients and internal teams to ensure timely updates.

With a Bachelor’s in business and 0+ years of administrative experience, you’ll leverage Microsoft Office tools and CRM systems to organize information and drive accuracy.