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Client Accounts Specialist - Wealth Management

FL Putnam Investment Management

FL Putnam Investment Management is seeking a Client Account Administrator to join their team in Lynnfield, Massachusetts. The successful candidate will provide personalized client service, maintain strong client relationships, and manage account openings and inquiries. A Bachelor's degree and at least 1 year of experience in the financial industry are preferred. Candidates should possess exceptional communication skills and be proficient in tools like Excel and Addepar. This role contributes to a supportive and inclusive work environment. #J-18808-Ljbffr FL Putnam Investment Management

Vacancy posted 4 days ago
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