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Wealth Client Services & Onboarding Specialist

Job in Lynnfield, Essex County, Massachusetts, 01940, USA
Listing for: FL Putnam Investment Management
Full Time position
Listed on 2026-05-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
FL Putnam Investment Management is seeking a Client Account Administrator in Lynnfield, MA. In this role, you'll work closely with investment advisors to provide personalized service and support. Responsibilities include opening new client accounts, responding to inquiries, and maintaining accurate investment records. Candidates should have a BS/BA or equivalent experience and ideally 1+ years in the financial industry. Strong communication skills and proficiency in Excel are essential.

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