F.L.Putnam
The Client Account Administrator - Institutional facilitates positive relationships between institutional clients and their financial service team by performing administrative and client service tasks. This role involves understanding client financial objectives, managing account maintenance, and coordinating with internal partners to ensure accurate and timely service. The position requires strong communication skills and proficiency with various financial applications to support client needs.
Combining Contemporary Insight with a History of Excellence Schedule a Consultation Founded 0 AUA & AUM* $ 0 B Employees* 0 Offices* 0 *As of 12/31/2025 The FLP Difference We are a diversified financial services company with a relentless focus on delivering sophisticated,data-driven solutions and individualized service to our clients. Accessible Collaborative Experienced Comprehensive Individuals […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for F.L.Putnam.
18% above the average for this role