Client Account Administrator

FL Putnam Investment Management•Naples, FL

About The Position

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Client Account Administrator performs a variety of administrative and client service tasks to facilitate a positive and productive relationship between clients and their financial service team. The Client Account Administrator is an expert communicator and collaborator.

Requirements

Completion of a bachelor's degree in business, finance, or another related field; or equivalent years of work experience
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
Uses appropriate communication tools
Effectively expresses ideas & concerns
Communicates effectively with prospects, clients, and colleagues
Maintains effective working relationships
Contributes to building positive environment

Nice To Haves

One or more years of related experience preferred

Responsibilities

Understands the client's financial objectives and how FLP fits into their overall investment strategy
Liaises between internal and external teams to support client and family needs during key life planning inflection points
Provides white-glove service to clients by leading with compassion and empathy during major life events
Serves as a project manager to coordinate service across investment teams, planning teams, and custodians
Directs strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.
Opens and closes client accounts; ensures related paperwork is completed correctly and timely
Manage and execute 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
Regularly communicates and coordinates with the client's team (legal professionals, tax professionals, etc.)
Leverages other custodian specific tools to manage client accounts
Coordinates satisfaction of annual RMD for affected clients
Participates in upkeep & implementation of Salesforce
Prepares for client meetings, completes ad hoc client reporting
Provide coverage and additional support to general administrative tasks and marketing efforts (scanning, lobby/phone coverage, preparing print materials, managing outbound mailings)
Integrates and onboards new processes where the department is a stakeholder