Client & Wealth Administration Specialist
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-08-31
Listing for:
FL Putnam Investment Management
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
FL Putnam Investment Management seeks a Client Account Administrator to support a positive and productive relationship between clients and the financial service team. You will be an expert communicator and collaborator, coordinating service across investment and planning teams and custodians.
Responsibilities include managing client accounts, executing transfers, preparing paperwork with Docu Sign, and delivering white-glove service during major life events while maintaining confidentiality and a
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