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Investor Services Associate Jobs in Minnesota (NOW HIRING)

Aroris LLC

Account Services Associate

Minneapolis, MN · Hybrid

Not forced enthusiasm, real investment in each other and in the mission. Team Player. Collaboration ... Role overview As a key member of the Aroris Service team, the Account Services Associate is ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... This role blends technical investment work with client-service responsibilities and offers strong ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... This role blends technical investment work with client-service responsibilities and offers strong ...

Stifel

Registered Client Service Associate

Rochester, MN · On-site

$46K - $70K/yr

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

mgx

Associate Investment Advisor

Winona, MN

Must be able to work under deadlines and have excellent communication and customer service skills ... Job Summary : The Associate Investment Advisor's role is to contribute to the growth and ...

Merchants Bank

Associate Investment Advisor

Winona, MN · On-site

$22.88 - $27.45/hr

Must be able to work under deadlines and have excellent communication and customer service skills ... Job Summary : The Associate Investment Advisor's role is to contribute to the growth and ...

Northwestern Mutual

Investment Associate

Baxter, MN

This role blends technical investment work with client-service responsibilities and offers strong opportunities for professional development and advancement. Responsibilities include but are not ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

This role blends technical investment work with client-service responsibilities and offers strong opportunities for professional development and advancement. Responsibilities include but are not ...

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Investor Services Associate information

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
What are the most commonly searched types of Investor Services jobs in Minnesota? The most popular types of Investor Services jobs in Minnesota are:
What are popular job titles related to Investor Services Associate jobs in Minnesota? For Investor Services Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Investor Services Associate jobs in Minnesota look for? The top searched job categories for Investor Services Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Investor Services Associate jobs? Cities in Minnesota with the most Investor Services Associate job openings:
Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investor Services Associate

GP Fund Solutions

Minneapolis, MN • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Investor Services Associate- GP Fund Solutions
As an Investor Services Associate GPFS, you'll 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 You'll 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 We're Looking For:
  • Bachelor's 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. We're raising the bar in our industry-come grow with us!
#LI-GP1

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