Institutional Client Accounts & Services Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance
F.L Putnam is seeking a Client Account Administrator - Institutional to support institutional clients and the financial service team in delivering accurate, timely service. You will work with the team to understand client objectives within FLP's investment framework, applying strong communication and collaboration skills.
Responsibilities include opening/closing accounts, coordinating with auditors, and utilizing Salesforce, Orion, Docu Sign, and custodian platforms to process and track forms and
We have an opening for a Institutional Client Accounts & Services Specialist in Lynnfield, MA, United States within Finance, IT & Technology.
The advertised compensation is 60.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Institutional Client Accounts & Services Specialist role in the description above.
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