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Elite Client Services & Accounts Coordinator
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-08-30
Listing for:
FL Putnam Investment Management
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
FL Putnam Investment Management in Naples, FL seeks a Client Account Administrator to support client relationships across our financial services team. The role emphasizes clear communication, coordination with internal partners, and proactive service at key life events.
You will handle account openings/closures, cash flows, transfers, and forms with Docu Sign and custodians, while using Outlook, Salesforce, Orion, Schwab, and Fidelity to maintain accurate records.
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