Client Service Associate

Client Service Associate GP Fund Solutions

As an Client Service Associate GPFS youll play a key role in delivering exceptional services and building lasting investor relationships.

Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US UK and EU. We offer a collaborative culture real career growth and benefits that invest in your future.

What Youll Do:

• 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.

What Were Looking For:

• Bachelors degree in business or related field.
• 0 years of administrative or other related experience.
• Proficiency with Microsoft Office (Excel Word Outlook Teams).

Why GPFS

• Strong training plans and materials provided.
• Competitive Medical Dental & Vision Insurance.
• Company-Paid Life Insurance & 401(k).
• Generous PTO Sick Time & Paid Holidays.
• Hybrid Scheduling after probation period.
• Inclusive team-oriented culture where people come first.

At GPFS every voice matters and every win is shared. Were raising the bar in our industrycome grow with us!

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