Wealth Client Services Specialist

FL Putnam Investment Management

FL Putnam Investment Management is seeking a Client Account Administrator to support client relationships through expert communication and collaboration. You will coordinate across investment, planning, and custodial teams, handle account maintenance, and prepare client reporting with accuracy and care. The role emphasizes delivering exceptional service, maintaining confidentiality, and leveraging tools like Salesforce and DocuSign to process forms and transfers. #J-18808-Ljbffr FL Putnam Investment Management

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Vacancy posted 3 days ago

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