Client Account Administrator - Institutional
FL Putnam Investment Management•Lynnfield, MA
•Hybrid
About The Position
The Client Account Administrator - Institutional performs a variety of administrative and client service tasks to facilitate a positive and productive relationship between institutional clients and their financial service team. The Client Account Administrator - Institutional is an expert communicator and collaborator. This role can be based in the following locations: Lynnfield, MA, Boston, MA, Needham, MA, or Portland, ME.
Requirements
- Completion of a bachelor's degree in business, finance, or another related field; or equivalent years of work experience
- 2-3 years of related job experience required
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software used to conduct business operations (Salesforce, Docusign, etc.)
- Maintain a positive, solutions focused attitude
- Be intellectually curious, respectful, and kind throughout all dimensions of the workplace
- Ability to use good judgement and always keep client information confidential
- Deliver consistent excellent customer service to internal and external customers, colleagues and management
- Communication Skills
- Uses appropriate communication tools
- Effectively expresses ideas & concerns
- Communicates effectively with prospects, clients, and colleagues
- Maintains effective working relationships
- Contributes to building positive environment
Responsibilities
- Understands the client's financial objectives and how FLP fits into their overall investment strategy
- Directs strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.
- Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
- Opens and closes client accounts; including, but not limited to, C-Corp, LLC, Partnerships, Business Trusts, ensures related paperwork is completed correctly and timely
- Coordinates with auditors to provide required ad-hoc reporting
- Generates review material in accordance with client review schedule; ensures physical copies are distributed timely
- Manages and executes client cash flows, asset transfers, and account maintenance
- Completes complex forms, leverages DocuSign to collect signatures, and utilizes custodian-specific tools to upload appropriate forms to custodian
- Accurately moves funds between accounts, maintains clear documentation
- Responds promptly to clients' needs, requests, and miscellaneous inquiries; completes client requests
- Participates in upkeep & implementation of Salesforce
- Prepares for client meetings, completes ad hoc client reporting
- Travels to client events and conferences, up to 10% of the year
- Integrates and onboards new processes where the department is a stakeholder
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
