Investor Services Associate - Data & Client Ops

GP Fund Solutions; Minneapolis (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Life Insurance & 401(k)

PTO & Holidays

Hybrid scheduling

Inclusive culture

Job summary

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to deliver accurate data management and build investor relationships. You will enter non-financial data, support reconciliations, coordinate communications with clients, and maintain CRM data; a Bachelor’s degree and MS Office proficiency are required.

This role offers hybrid scheduling after probation, comprehensive benefits, and opportunities for growth within a people-first culture.

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.

Skills

Data entry

Attention to detail

Communication

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

Job description

GP Fund Solutions (GPFS) is seeking an Investor Services Associate to deliver accurate data management and build investor relationships. You will enter non-financial data, support reconciliations, coordinate communications with clients, and maintain CRM data; a Bachelor’s degree and MS Office proficiency are required.

This role offers hybrid scheduling after probation, comprehensive benefits, and opportunities for growth within a people-first culture.