Client Account Concierge - Wealth Management

FL Putnam Investment Management; Needham (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

FL Putnam Investment Management seeks a Client Account Administrator in Massachusetts to support client relationships and account servicing. You will liaise with internal teams, coordinate across investment, planning, and custodians, and ensure timely, accurate paperwork and transfers.

You will open/close accounts, manage cash flows, and prepare client reporting while delivering white-glove service. Strong MS Office, Salesforce, DocuSign, and Orion experience are valuable.

Qualifications

• Bachelor's degree in business, finance, or related field or equivalent work experience.
• 1+ years of related experience preferred.
• Proficiency with Microsoft Office Suite and other business software (Salesforce, DocuSign, etc.).
• Maintain a positive, solutions-focused attitude.
• Be inquisitive, respectful, and kind in the workplace.
• Ability to exercise good judgment and keep client information confidential.
• Deliver consistent excellent customer service to internal and external clients.

Responsibilities

• Understand client objectives and how FLP fits into their investment strategy.
• Liaise between internal and external teams to support client needs.
• Provide white-glove service with compassion during major life events.
• Serve as project manager to coordinate service across investment, planning, and custodians.
• Coordinate with partners to complete work accurately and on time.
• Use applications (Outlook, Salesforce, Orion) to obtain account information and process requests.
• Open and close client accounts; ensure paperwork is completed correctly.
• Manage client cash flows and asset transfers; maintain documentation.
• Prepare ad hoc client reporting and assist in meetings.
• Support admin tasks and marketing efforts; onboard new processes where applicable.

Skills

Microsoft Office Suite

Customer service

Team collaboration

Discretion & confidentiality

Education

Bachelor's degree in business/finance or related field

Tools

Salesforce

DocuSign

Orion

Custodian platforms (Schwab, Fidelity)

Job description

FL Putnam Investment Management seeks a Client Account Administrator in Massachusetts to support client relationships and account servicing. You will liaise with internal teams, coordinate across investment, planning, and custodians, and ensure timely, accurate paperwork and transfers.

You will open/close accounts, manage cash flows, and prepare client reporting while delivering white-glove service. Strong MS Office, Salesforce, DocuSign, and Orion experience are valuable.