Wealth Client Services Specialist
F.L.Putnam Investment Management Company
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. #J-18808-Ljbffr F.L.Putnam Investment Management Company
Vacancy posted 2 days ago
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