Client Account Administrator Position Available In Essex, Massachusetts

Client Account Administrator FL Putnam Investment Management Lynnfield, MA 01940 • Hybrid work The Client Account Administrator is an essential member of the F.L.Putnam client team – working closely with Investment Advisors and Financial Planners to deliver personalized service. The Client Account Administrator serves as the client service contact for account openings, account related maintenance, inquiries, and requests. Developing and maintaining strong client relationships is essential requiring a dynamic, adaptive, and emotionally intelligent approach to communication.

Responsibilities Include:

Opening new client accounts (including completing complex forms, leveraging DocuSign to collect signatures,utilizing custodian-specific tools to upload new account/transfer of assets forms to custodian). Maintaining strong client communication throughout these processes. Responding to client inquiries on the phone, email, or in person Regular coordinationcorrespondence with the client’s teamrelated professionals (legal, tax, etc.) Preparing client presentation materials for meetings Creating and uploading monthly and quarterly client statements

Prerequisite Skills and Knowledge:

Outstanding oral and written communication skills Computer literacy (superior skills with Excel, Word, PowerPoint) Familiarity with Salesforce, eMoney,Orion portfolio accounting software a plus Familiarity with financial industry including general knowledge of investment terminology

Education and Experience:

BS/BA or equivalent work experience 2-3 years of work experience in the financial industry is preferred F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.