Client Account Administrator - Lynnfield, MA

Job Description

Job Description

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions to you, tailoring our advice to meet clients' needs.

The Client Account Administrator is an essential member of the F.L.Putnam client team – working closely with Investment Advisors and Private Client Advisors 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
• Maintain comprehensive and up-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency across multiple clients and investment vehicles
• Utilize Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics
• Prepare regular investment reports and summaries for internal review and client presentations.
• Collaborate with team members to provide exceptional client service and ensure timely communication

Prerequisite Skills and Knowledge:

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

Education and Experience:

• BS/BA or equivalent work experience
• 1+ years of related 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.