Client Account Administrator
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 to you, tailoring our advice to meet clients' needs. 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)
- BS/BA or equivalent work experience
- 1+ years of related work experience in the financial industry is preferred
Nice To Haves
- Familiarity with Salesforce, eMoney, Orion and Addepar portfolio accounting software a plus
- Familiarity with financial industry including general knowledge of investment terminology
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
