Wealth Client Services Administrator

FL Putnam Investment Management; Needham (MA); On-site; USD 48,000 - 62,000; Full time

Job summary

FL Putnam Investment Management is seeking a Client Account Administrator in Massachusetts (Needham or Lynnfield) to support client relationships and account maintenance. You will liaise with internal teams and custodians to ensure accurate processing and timely responses.

The role requires a bachelor's degree and experience with Microsoft Office, Salesforce, and DocuSign, plus a commitment to confidential, high-quality service.

Qualifications

• Bachelor's degree in business or finance, or equivalent work experience.
• One or more years of related experience preferred.
• Proficiency with Microsoft Office Suite and Salesforce, DocuSign, and other business software.

Responsibilities

• Open and close client accounts and maintain related paperwork accurately.
• Coordinate client cash flows, transfers, and account maintenance with custodians.
• Provide white-glove service and prompt responses to client requests.
• Support general administrative tasks and marketing efforts as needed.

Skills

Customer service

Communication

Confidentiality

Collaboration

Education

Bachelor's degree in business/finance

Tools

Salesforce

DocuSign

Microsoft Office

Outlook

Job description

FL Putnam Investment Management is seeking a Client Account Administrator in Massachusetts (Needham or Lynnfield) to support client relationships and account maintenance. You will liaise with internal teams and custodians to ensure accurate processing and timely responses.

The role requires a bachelor's degree and experience with Microsoft Office, Salesforce, and DocuSign, plus a commitment to confidential, high-quality service.