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© All Rights Reserved. ApplyBlast.com
F.L.Putnam
The Client Account Administrator facilitates positive and productive relationships between clients and their financial service team by performing administrative and client service tasks. This role involves understanding client financial objectives, coordinating with internal and external teams, and providing white-glove service during key life events. The position requires proficiency in various applications to manage account maintenance, cash flows, and client reporting.
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.
14% above the average for this role