Client Account Administrator - Naples, Florida
FL Putnam Investment Management•Naples, FL
•$62,000 - $68,000•Onsite
About The Position
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
- 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
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.
- 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; 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
