Client Account Administrator - Naples, Florida

FL Putnam Investment Management; Naples (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

FL Putnam Investment Management seeks a Client Account Administrator to support a positive and productive relationship between clients and the financial service team. You will be an expert communicator and collaborator, coordinating service across investment and planning teams and custodians.

Responsibilities include managing client accounts, executing transfers, preparing paperwork with DocuSign, and delivering white-glove service during major life events while maintaining confidentiality and a

Qualifications

• Bachelor's degree in business, finance, or related field.
• One or more years of related experience preferred.
• Proficiency with Microsoft Office Suite and CRM/contract tools such as Salesforce and DocuSign.

Responsibilities

• Understands the client's financial objectives and how FLP fits into their investment strategy.
• Liaises between internal and external teams to support client and family needs during life planning inflection points.
• Provides white-glove service to clients with compassion and empathy during major life events.
• Serves as a project manager to coordinate service across investment, planning, and custodial teams.
• Directs client relationships by anticipating needs and coordinating with internal partners to complete work accurately and on time.

Skills

Client service

Communication

Collaboration

Discretion

Education

Bachelor's degree in business/finance or related field

Tools

Microsoft Office

Salesforce

DocuSign

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 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.

Essential Functions:

• 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

Essential Knowledge, Skills & 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.