GP Fund Solutions
Client Service Associate
Latham, NY
Sponsorship not specifiedDetected 9 days ago
CRMExcelMicrosoft Office
About the role
- Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU.
- 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.
Responsibilities
- Enter and maintain non-financial data accurately, sourced from original documentation.
- 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.
Requirements
- Bachelor's degree in business or related field.
- 0+ years of administrative or other related experience.
- Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
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This listing is sourced directly from GP Fund Solutions's careers page and normalized into a canonical job model.