Client Account Administrator

F.L.Putnam Investment Management Company; Naples (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

F.L.Putnam Investment Management Company seeks a Client Account Administrator to support a positive, productive relationship between clients and the financial service team. You will act as a liaison, coordinate service across investment and planning groups, and provide white-glove, compassionate client care.

The role requires a bachelor’s degree or equivalent experience, 1+ year in client services, and proficiency with Microsoft Office, Salesforce, and DocuSign.

Qualifications

• Bachelor's degree in business, finance, or related field, or equivalent years of work experience.
• 1+ year of related client-services experience preferred.
• Proficiency with Microsoft Office Suite and customer relationship tools (Salesforce, DocuSign).
• Maintain a positive, solutions-focused attitude.
• Keep client information confidential and exercise good judgement.

Responsibilities

• Understand clients' financial objectives and how FLP fits into their strategy.
• Coordinate service across investment teams, planning teams, and custodians.
• Open and close client accounts and ensure paperwork is completed accurately.
• Manage client cash flows, asset transfers, and account maintenance.
• Use Outlook, Salesforce, Orion, and custodial platforms to obtain information and complete requests.
• Provide white-glove service with empathy during major life events.

Skills

Excellent communication

Team collaboration

Discretion with confid

Client service orientation

Education

Bachelor's degree in business/finance or related field

Tools

Salesforce

DocuSign

Microsoft Office

Job description

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 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.

In this role you will:

• Understand the client's financial objectives and how FLP fits into their overall investment strategy
• Act as liaison between internal and external teams to support client and family needs during key life planning inflection points
• Provide white-glove service to clients by leading with compassion and empathy during major life events
• Serve as a project manager to coordinate service across investment teams, planning teams, and custodians
• Direct 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
• Open and close client accounts; ensures related paperwork is completed correctly and timely
• Manage and execute client cash flows, asset transfers, and account maintenance
• Complete 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
• Respond 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.)
• Leverage other custodian specific tools to manage client accounts
• Coordinate satisfaction of annual RMD for affected clients
• Participate in upkeep & implementation of Salesforce
• Prepare 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)
• Integrate and onboards new processes where the department is a stakeholder

Experience:

• Completion of a bachelor's degree in business, finance, or another related field; or equivalent years of work experience
• One or more years of related experience preferred
• 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

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.