Job description

Summary:

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 coordination & correspondence with the client’s team & related 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 account software a plus.
• Familiarity with financial industry including general knowledge of investment terminology.

Education and Experience:

• BA, BS required.
• 2-3 years of work experience in the financial industry is preferred.

Work Environment / Physical Demand / Safety Consideration:

• We offer a hybrid work schedule (if desired) and have several locations in eastern Massachusetts to choose from. Our offices are located in Wellesley, Lynnfield, and Pembroke, MA.

Impact:

• A proactive, consistently high level of service helps to ensure client satisfaction, loyalty and retention. Each member of our team plays an important role in the proliferation of a positive, client-centric working environment.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Tuition reimbursement

Physical setting:

• Office

Schedule:

• Monday to Friday

COVID-19 considerations:
F.L.Putnam is currently taking all state and local government-mandated precautions for Covid. In-person or zoom client meetings are at the discretion of the client. Employees w/exposures are rq'd to work from home.

Education:

• Bachelor's (Required)

Experience:

• financial industry: 2 years (Preferred)

Work Location: Hybrid remote in Wellesley, MA

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