Elite Client Services & Accounts Coordinator

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

Job summary

FL Putnam Investment Management in Naples, FL seeks a Client Account Administrator to support client relationships across our financial services team. The role emphasizes clear communication, coordination with internal partners, and proactive service at key life events.

You will handle account openings/closures, cash flows, transfers, and forms with DocuSign and custodians, while using Outlook, Salesforce, Orion, Schwab, and Fidelity to maintain accurate records.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1+ years of related experience in client service or financial services.
• Proficiency with Microsoft Office and CRM tools.
• Ability to handle confidential information with discretion.

Responsibilities

• Understand client objectives and connect them to the firm's services.
• Coordinate with internal teams to support client needs.
• Provide white-glove service with empathy during major life events.
• Manage account openings and closures and ensure paperwork is complete.
• Process cash flows, transfers, and account maintenance.
• Prepare ad hoc client reporting and support marketing tasks.

Skills

Excellent communication

Client service mindset

Project coordination

Discretion and confidentiality

Team collaboration

Education

Bachelor's degree in business, finance, or related field

Tools

Salesforce

DocuSign

Outlook

Orion

Schwab

Fidelity

Job description

FL Putnam Investment Management in Naples, FL seeks a Client Account Administrator to support client relationships across our financial services team. The role emphasizes clear communication, coordination with internal partners, and proactive service at key life events.

You will handle account openings/closures, cash flows, transfers, and forms with DocuSign and custodians, while using Outlook, Salesforce, Orion, Schwab, and Fidelity to maintain accurate records.