Branch Operations & Client Onboarding Specialist

Raymond James; Birmingham (AL); On-site; USD 35,000 - 52,000; Full time

Job summary

Raymond James is seeking an administrative professional to support branch operations in Birmingham. You will greet visitors, route calls, and manage inquiries while assisting with mail handling, funds movement, and communication with the home office.

The role involves opening client accounts, supporting onboarding, and maintaining documentation to satisfy compliance requirements. Prior securities experience is preferred, with a high school diploma or higher education qualification.

Qualifications

• Experience in securities industry or related work preferred.
• Strong administrative and clerical abilities.
• Attention to detail and compliance awareness.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiries record.
• Sorts, screens and distributes mail; supports branch operations.
• Processes money movement of funds and check deliveries.
• Transmits and receives messages with home office; supports document flow.
• Assists with opening client accounts and client onboarding.

Skills

Customer service

Administrative support

Securities industry

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School Diploma

Job description

Raymond James is seeking an administrative professional to support branch operations in Birmingham. You will greet visitors, route calls, and manage inquiries while assisting with mail handling, funds movement, and communication with the home office.

The role involves opening client accounts, supporting onboarding, and maintaining documentation to satisfy compliance requirements. Prior securities experience is preferred, with a high school diploma or higher education qualification.