Investor Services Associate

Investor Services Associate will play a key role in delivering exceptional services and building lasting investor relationships.

Requirements

• 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.

Benefits

• Competitive Medical, Dental & Vision Insurance
• Company-Paid Life Insurance
• 401(k)
• Generous PTO
• Sick Time
• Paid Holidays
• Hybrid Scheduling