Suzanne Carroll Email & Phone Number

Suzanne Carroll is a Director Of Client Services at F.L.Putnam Investment Management Company.

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  Director Of Client Services

  F.L.Putnam Investment Management Company

  Oct 2012 - Present - Wellesley, Ma

  Ms. Carroll is the Director of Client Services at F.L.Putnam Investment Management Company. She oversees all aspects of account administration and works directly with the account officer team and senior management to ensure the consistency of services provided by the regional account officer teams. She also interacts with other areas of the organization to build high quality and efficient business processes for the account officer function.As a designated resource for logistical and administrative needs, Ms. Carroll works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical matters.