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Wealth Client Accounts Specialist

Job in Lynnfield, Essex County, Massachusetts, 01940, USA
Listing for: F.L.Putnam Investment Management Company
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 61000 - 75000 USD Yearly USD 61000.00 75000.00 YEAR
Job Description & How to Apply Below
F.L.Putnam Investment Management Company is seeking a Client Account Administrator based in Lynnfield, Massachusetts. This position entails working closely with Investment Advisors to deliver personalized client service. Responsibilities include opening accounts, responding to inquiries, and maintaining accurate investment data across platforms. A BS/BA or equivalent work experience along with a year of related experience in the financial industry are preferred.

The company promotes an inclusive environment and offers a salary between $61,000 and $75,000 per year.
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