Client Account Specialist
F.L.Putnam Investment Management Company
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
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...call, and email activities in our CRM (Salesforce) following a defined sale process. ~ Maintain accurate activity, contact, and account information for all customers & prospects. ~ Collaborate and build strong partnerships with your Account Executives in your...Local areaWorldwide$21.75 - $26.45 per hour
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