Client Experience & Wealth Administration Specialist

FL Putnam Investment Management

Naples (FL)

On-site

USD 50,000 - 75,000

Full time

14 days+

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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.