Wealth Client Services Specialist

FL Putnam Investment Management; Naples (FL); On-site; USD 1 - 2; Full time

Job summary

FL Putnam Investment Management is seeking a Client Account Administrator to support client relationships through expert communication and collaboration. You will coordinate across investment, planning, and custodial teams, handle account maintenance, and prepare client reporting with accuracy and care.

The role emphasizes delivering exceptional service, maintaining confidentiality, and leveraging tools like Salesforce and DocuSign to process forms and transfers.

Qualifications

• Bachelor's degree in business, finance, or related field (or equivalent experience).
• 1+ years of related experience preferred.
• Proficiency with Microsoft Office Suite and other business software (Salesforce, DocuSign).
• Maintain a positive, solutions-focused attitude and confidentiality.

Responsibilities

• Assist in managing client accounts: open/close, paperwork, and maintenance.
• Coordinate with investment, planning, and custodian teams to fulfill client needs.
• Provide white-glove client service with empathy during major life events.
• Prepare ad hoc client reporting and materials for meetings.

Skills

Microsoft Office

CRM software

Client service

Communication

Education

Bachelor's degree in business/finance

Tools

Salesforce

DocuSign

Orion

Schwab

Fidelity

Job description

FL Putnam Investment Management is seeking a Client Account Administrator to support client relationships through expert communication and collaboration. You will coordinate across investment, planning, and custodial teams, handle account maintenance, and prepare client reporting with accuracy and care.

The role emphasizes delivering exceptional service, maintaining confidentiality, and leveraging tools like Salesforce and DocuSign to process forms and transfers.