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Material Service Associate Jobs (NOW HIRING)

GP Fund Solutions

Client Service Associate

Latham, NY · Hybrid

$45K - $60K/yr

Client Service Associate- GP Fund Solutions As an Client Service Associate GPFS, you'll play a key ... Strong training plans and materials provided. * Competitive Medical, Dental & Vision Insurance.

GP Fund Solutions

Client Service Associate

Latham, NY · On-site

$45K - $60K/yr

Client Service Associate- GP Fund Solutions As an Client Service Associate GPFS, you'll play a key ... Strong training plans and materials provided. * Competitive Medical, Dental & Vision Insurance.

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... Prepare documentation and materials for client meetings, reviews, and reporting. Identify ...

Swift7 Consultants

Client Service Associate

New Orleans, LA · On-site

$13.25 - $18.50/hr

Client Service Associate At Swift 7 Consultants, we are committed to helping businesses grow ... Prepare reports, correspondence, and client-related materials * Resolve concerns in a timely and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... materials and coordination across stakeholders * Monitor client account activity to support ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... materials and coordination across stakeholders * Monitor client account activity to support ...

Beacon Pointe Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

The Client Service Associate will join a highly talented team of wealth management and client ... Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ...

Windward Recruiting

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

We are seeking a detail-oriented and client-focused Client Service Associate to deliver ... Organize and prepare materials for regular client meetings * Attend and participate in client ...

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Client Service Associate

Latham, NY • Hybrid

GP Fund Solutions
See more jobs at GP Fund Solutionsexternal

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Client Service Associate- GP Fund Solutions

As an Client Service 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

Employment Type: FULL_TIME

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