Investor Services Associate - Client Ops & Data Specialist
GP Fund Solutions
GP Fund Solutions (GPFS) is seeking an Investor Services Associate to join our team in delivering exceptional investor services and building lasting investor relationships. You’ll enter and maintain data, support reconciliations, and coordinate with clients and internal teams to ensure timely updates. With a Bachelor’s in business and 0+ years of administrative experience, you’ll leverage Microsoft Office tools and CRM systems to organize information and drive accuracy. #J-18808-Ljbffr GP Fund Solutions
- GP Fund Solutions (GPFS) is hiring an Investor Services Associate to maintain investor data and support client relationships across the US, UK, and EU. You’ll enter data from source documents, manage updates, and coordinate reconciliations to ensure accuracy. The role...Suggested
- Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you’ll play a key... ...people-first fund administrator serving clients across the US, UK, and EU. We offer a... ...Do: Enter and maintain non-financial data accurately, sourced from original documentation...SuggestedWork at officeTrial period
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$35.36k - $90k
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$55k
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$22.62 - $27.15 per hour
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...providing a unique range of analytical testing services to clients across multiple industries, to make... ...while performing and coordinating data review and data management assignments... ...following: Reviews and compiles data associated with process validation studies, product...Full timeDay shift- The H&R Block Tax Associate role offers hands-on tax preparation experience with training and support from day one. You will meet with clients, gather information, prepare returns, explain tax concepts clearly, and identify savings opportunities while building client relationships...Seasonal workWork at officeLocal area
- KeyBank is seeking a Private Client Banker in Latham, NY to manage the full client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. You will identify opportunities, refer investment and insurance products through...
- ...proactive basic sales solutions. You will engage in branch activities, profile customers for sales opportunities, and onboard new clients while ensuring compliance with KYC and CIP procedures. You will schedule appointments, follow up with clients, and work with internal...
- Capital Bank in Latham, NY is seeking a Part-time Relationship Banker I to deliver exceptional customer service and build lasting client relationships. The role handles deposits, withdrawals, loan payments, and account openings while ensuring accuracy and security. You...Part time
$25 - $38.46 per hour
...businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program... ...financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client...Hourly payWork experience placementDay shift- Trustco Bank is seeking a Trust Administrator to maintain and develop client accounts and manage an account load for financial service clients. The role reports to the Assistant Vice President and emphasizes accuracy, compliance, and client service. Responsibilities include...
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$100k - $125k
LIMS Master Data Specialist III - Rensselaer, NY This role is responsible for managing and maintaining master data within the LabVantage... ...documentation and system access. Execute validation test scripts associated with LIMS and collaborate with QC leadership on ongoing...
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