Client Account Administrator

FL Putnam Investment Management • Lynnfield, MA

4d

About The Position

The Client Account Administrator is an essential member of the F.L.Putnam client team – working closely with Investment Advisors and Private Client Advisors to deliver personalized service. The Client Account Administrator serves as the client service contact for account openings, account related maintenance, inquiries, and requests. Developing and maintaining strong client relationships is essential requiring a dynamic, adaptive, and emotionally intelligent approach to communication.

Requirements

• Outstanding oral and written communication skills
• Computer literacy (superior skills with Excel, Word, PowerPoint)
• Familiarity with financial industry including general knowledge of investment terminology
• BS/BA or equivalent work experience

Nice To Haves

• Familiarity with Salesforce, eMoney, Orion and Addepar portfolio accounting software a plus
• 1+ years of related work experience in the financial industry is preferred

Responsibilities

• Opening new client accounts (including completing complex forms, leveraging DocuSign to collect signatures, & utilizing custodian-specific tools to upload new account/transfer of assets forms to custodian). Maintaining strong client communication throughout these processes.
• Responding to client inquiries on the phone, email, or in person
• Regular coordination & correspondence with the client's team & related professionals (legal, tax, etc.)
• Preparing client presentation materials for meetings
• Creating and uploading monthly and quarterly client statements
• Maintain comprehensive and up-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency across multiple clients and investment vehicles
• Utilize Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics
• Prepare regular investment reports and summaries for internal review and client presentations.
• Collaborate with team members to provide exceptional client service and ensure timely communication

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level