Branch Operations & Client Onboarding Specialist

raymondjames; Birmingham; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a detail-oriented Operations Clerk to support money movement, client onboarding, and branch administration. Under supervision, you will process routine funds disbursements, prepare documents, and assist with account openings and compliance tasks.

The role emphasizes accurate record keeping, mail handling, and collaboration with the home office to ensure timely settlements and service quality. This entry-level position offers benefits and steady career growth.

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
• Processes money movement of funds, disbursements and check delivery.
• Assists branch management with audit preparation.
• Assists with opening client accounts by properly completing and submitting required forms.
• Supports client onboarding.

Skills

Customer service

Administrative tasks

Attention to detail

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS) (Required)

Tools

CRM software

Job description

Raymond James is seeking a detail-oriented Operations Clerk to support money movement, client onboarding, and branch administration. Under supervision, you will process routine funds disbursements, prepare documents, and assist with account openings and compliance tasks.

The role emphasizes accurate record keeping, mail handling, and collaboration with the home office to ensure timely settlements and service quality. This entry-level position offers benefits and steady career growth.