Branch Operations & Client Onboarding Specialist

raymondjames; Birmingham; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings

Job summary

Raymond James in the United Kingdom is seeking an administrative professional to support branch operations and client onboarding. The role involves handling visitors and calls, mail distribution, and processing funds and orders, with exposure to compliance and documentation controls.

The ideal candidate has a High School diploma with 1+ years in securities or related work. Training in onboarding and regulatory requirements is available within a supportive team environment.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred, or equivalent combination of experience, education, and/or training per HR.
• Bachelor-level accounting/finance/business coursework is preferred for this role.
• Experience in client onboarding and regulatory/documentation is advantageous.

Responsibilities

• Receives and directs visitors and calls; maintains inquiries records.
• Sorts and distributes mail; processes money movements and checks.
• Assists with opening client accounts and onboarding of clients.
• Provides general administrative support and maintains files and records.
• Supports branch management with audit preparation and compliance.

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS) (Required)

Job description

Raymond James in the United Kingdom is seeking an administrative professional to support branch operations and client onboarding. The role involves handling visitors and calls, mail distribution, and processing funds and orders, with exposure to compliance and documentation controls.

The ideal candidate has a High School diploma with 1+ years in securities or related work. Training in onboarding and regulatory requirements is available within a supportive team environment.