Client Service Associate
GP Fund Solutions, LLC
Client Service Associate GP Fund Solutions As a 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 industrycome grow with us! GP Fund Solutions, LLC
$35.36k - $90k
Registered Client Service Associates Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...SuggestedTemporary workWork at officeLocal areaWork visa$55k
...Client Services Associate Registered Broker-Dealer / Registered Investment Advisor Department: Client Services / Support Staff Reports To: Senior Administrative Officer Location: Albany, NY Position Summary The Client Services Associate provides...SuggestedWork at office$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments... ...you to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial...Suggested- Bank of America's Merrill Wealth Management division is seeking a Client Service Associate to support Financial Advisors and their clients with service needs and custom solutions. The role emphasizes a client-first mindset and collaboration within an in-office culture....SuggestedWork at office
$65k - $75k
Position Summary: The Client Service Associate provides high-touch personal accounting, executive administrative support, and investment operations assistance to ultra-high net worth clients at Cerity Partners, blending hands‑on bookkeeping and bill pay responsibilities...SuggestedLocal areaFlexible hours- ...OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic... ...nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting... ...culture. Overview: As a Senior Associate at OASIS, you’ll manage daily accounting...
- ...Job Description About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-...Internship
$19.23 - $21.79 per hour
...Position Title: Assistant Client Services Specialist- Personal Lines Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $19.23 - $21.79 Hourly Overview Salary Range $19.23 - $21.79 Hourly Description Why Join Marshall+Sterling?...Hourly payWork at office$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$135k - $165k
...Up to 25% Description C.T. Male Associates, an employee-owned, multi-discipline engineering... ..., is seeking an experienced Survey Services Division Manager to lead and grow our... ..., developing proposals, and maintaining client relationships. • Serve as Project Manager...Weekly payFull time$80k - $100k
...an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly... ...contact to ensure smooth account management and exceptional client service. Partner with Sales Executives and Producers to design risk...Work at office- Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take... ...all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise...
$45k - $61k
...as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant... ...on the phone, via virtual visits and in person to ensure client service level needs. Set client financial review meetings based on...Hourly payWork at office$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$20 - $28 per hour
(USA) Tire and Battery Service AdvisorSam's Club #6440 579 Troy Schenectady Rd Latham, NY 12110-2806 2 open positions R-2296999 $20.... ...members to fulfil sales and service requests educating other associates on tools tasks resources and mentor new technicians communicating...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startShift work$40k - $65k
...businesses in the assigned area and visit each established Lamar client as well as competitor's clients in a specified time frame... ...office environment and work in the field making sales calls and servicing existing accounts. The physical demands for this position include...Full timeTemporary workWork at officeLocal areaImmediate startMonday to FridayNight shift$50k - $100k
...Service Advisor The Service Advisor is responsible for service sales and gross profit, and for proper handling of service customers. By his/her actions, the Service Advisor influences the volume of service business and plays a key role in ensuring customer satisfaction...Local area- ...Service Writer Northeast Acura has been a trusted name in the automotive industry for nearly 40 years, providing exceptional service... ...Act as a liaison between technicians and customers, keeping clients informed throughout the repair process Promote and upsell additional...Full timeFlexible hoursShift work
$70k - $120k
...Ford of LathamNOW HIRING AUTOMOTIVE SERVICE ADVISORS!$5,000 Sign-On Bonus, subject to qualifying!Schedule: Must have open availability, including SaturdaysHelping satisfied customers drive away with a smile on their face is what we do - join a team focused on earning customers...Contract workRelocation package- ...Automotive Service Advisor Automotive Service Advisor needed for our Colonie Chevrolet store...Experience is preferred for this very important role. We operate on a Reynolds / Reynolds DMS and we are using XTime as our service lane tool. Expert customer service and...Flexible hours
$70k - $120k
...York, United States of America Full time R117471 Dealership:L0367 Ford of Latham Ford of Latham NOW HIRING AUTOMOTIVE SERVICE ADVISORS! $5,000 Sign-On Bonus, subject to qualifying! Schedule: Must have open availability, including Saturdays Helping...Full timeContract workTemporary workImmediate startRelocation package$20 - $28 per hour
...Position Summary... What you'll do... Be a Team Member Collaborates with team members to fulfil sales and service requests educating other associates on tools tasks resources and mentor new technicians communicating and developing interpersonal skills for providing...Hourly payMinimum wageFull timeTemporary workPart timeImmediate start$85k - $100k
...Service Advisor Opportunity at Blue Compass RV Start your journey with Blue Compass RV as we are looking for a Service Advisor to... ...known for the great care we take with both our customers and associates. You are not just an employee — you are family. We invest in our...- ...and 9:30 p.m. Job Summary Assist and educate patients, providers, medical office staff, and/or Health system staff with accessing services, facilitating and resolving problems, understanding navigation questions. Consistently create an exceptional experience with each...Full timePart timeWork at officeMonday to FridayShift workWeekend workWeekday work
- ...Front End Service Team Associate WM Supercenter #2152 141 Washington Ave Extension Albany, NY 12205-0000 CP-2152-9025 $16.00 - $29.00/hr* Part time Shift may start between 8:00am - 4:00pm Role Summary Front End Service associates are focused on compliance and...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
$16 - $16.75 per hour
...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...Hourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work- ...medical practice - preferred ~ Experience using an electronic health record and Microsoft Office a plus. ~ Excellent customer service skills. ~ Ability to multi-task in a high patient volume unit. ~ Ability to learn and utilize resources. ~ Strong time management...Work at officeShift work
$19 per hour
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's delivering...Hourly paySummer workLocal areaShift workWeekday work- ...Patient Service Associate AMC Outpatient Therapy is looking for an individual to join our dynamic team in providing excellent customer service to Capital Region patients in a fast paced and positive environment. You will be part of a dynamic care team that combines...Work at office
$18.95 - $27.25 per hour
...sustainably harvested. DUTIES AND RESPONSIBILITIES * Ensure department associates are properly trained by certified trainers. * Maintain solid... .... * Supervise the effective operation of the office/service desk/kiosk/front end/bottle room * (if applicable) to include...Work at officeLocal area
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