Client Account Concierge - Wealth Management
FL Putnam Investment Management
FL Putnam Investment Management seeks a Client Account Administrator in Massachusetts to support client relationships and account servicing. You will liaise with internal teams, coordinate across investment, planning, and custodians, and ensure timely, accurate paperwork and transfers. You will open/close accounts, manage cash flows, and prepare client reporting while delivering white-glove service. Strong MS Office, Salesforce, DocuSign, and Orion experience are valuable. #J-18808-Ljbffr FL Putnam Investment Management
Vacancy posted 4 days ago
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