Wealth Client Services Specialist

F.L.Putnam Investment Management Company; Naples (FL); On-site; USD 62,000 - 68,000; Full time

Job summary

F.L.Putnam Investment Management Company is seeking a Client Account Administrator in Naples, Florida. You will perform administrative and client service tasks to foster a positive relationship between clients and our finance team, acting as an expert communicator and collaborator.

You will become proficient with Outlook, Salesforce, Orion, and custodian tools to handle account openings, transfers, and documentation.

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 Salesforce, DocuSign.
• Commitment to confidentiality and professional client service.

Responsibilities

• Understand client objectives and how FLP fits into investment strategy.
• Coordinate service across investment, planning, and custodian teams.
• Provide white-glove client service with empathy during major life events.
• Open/close client accounts and manage cash flows, transfers, and documentation.
• Prepare for client meetings and ad hoc client reporting.

Skills

Customer service

Communication

Teamwork

Integrity / confidentiality

Education

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

Tools

Microsoft Office

Salesforce

DocuSign

Outlook

Job description

F.L.Putnam Investment Management Company is seeking a Client Account Administrator in Naples, Florida. You will perform administrative and client service tasks to foster a positive relationship between clients and our finance team, acting as an expert communicator and collaborator.

You will become proficient with Outlook, Salesforce, Orion, and custodian tools to handle account openings, transfers, and documentation.