Institutional Client Accounts & Services Specialist

FL Putnam Investment Management; Lynnfield (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

F.L Putnam is seeking a Client Account Administrator - Institutional to support institutional clients and the financial service team in delivering accurate, timely service. You will work with the team to understand client objectives within FLP's investment framework, applying strong communication and collaboration skills.

Responsibilities include opening/closing accounts, coordinating with auditors, and utilizing Salesforce, Orion, DocuSign, and custodian platforms to process and track forms and

Qualifications

• Bachelor's degree in business, finance, or related field, or equivalent experience
• 2–3 years of related job experience required
• Proficiency with Microsoft Office and Salesforce, DocuSign, etc.

Responsibilities

• Understand client's financial objectives and FLP fit within investment strategy
• Direct client relationships and coordinate with internal partners to complete work accurately and on time
• Open/close client accounts and prepare paperwork for entity types (C-Corp, LLC, Partnerships, Business Trusts)
• Coordinate with auditors for ad-hoc reporting and prepare client review materials
• Manage client cash flows, asset transfers, and account maintenance
• Utilize DocuSign and custodian tools to upload forms and obtain signatures
• Respond promptly to client requests and support Salesforce updates
• Prepare for client meetings and assist in ad hoc reporting
• Travel to client events and conferences up to 10% of year
• Onboard new processes with department stakeholders

Skills

Client service

Communication

Office software

Salesforce

DocuSign

Data confidentiality

Education

Bachelor's degree in business/finance

Tools

Orion

Microsoft Office

Job description

F.L Putnam is seeking a Client Account Administrator - Institutional to support institutional clients and the financial service team in delivering accurate, timely service. You will work with the team to understand client objectives within FLP's investment framework, applying strong communication and collaboration skills.

Responsibilities include opening/closing accounts, coordinating with auditors, and utilizing Salesforce, Orion, DocuSign, and custodian platforms to process and track forms and