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. Couple meeting with financial advisor Accessible We embrace ongoing dialogue, making ourselves available when you need us Experienced We offer a team of experienced professionals with expertise in their respective fields Collaborative We work alongside you, leveraging the strengths of our colleagues to deliver results Comprehensive We bring a broad range of products and solutions to you, tailoring them to meet client needs The Client Account Administrator is an essential member of the F.L.Putnam client team – working closely with Investment Advisors and Financial Planners 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
- 3+ years of related work experience in the financial industry is preferred
Nice To Haves
- Familiarity with Salesforce, eMoney, & Orion portfolio accounting software a plus
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
- Managing reception area and greeting clients and prospects
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
