Client Service Associate

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.

• →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.

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

• 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.

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