Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Birmingham (MI); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

Life and disability insurance

Paid time off

Retirement savings plan

Parental leave

Job summary

Raymond James is seeking a detail-oriented administrative associate in Michigan to support branch operations, manage inquiries, and assist with client onboarding and account opening.

You will handle mail, processing, and documentation, coordinate with home office, and contribute to audit prep while delivering responsive service to visitors and staff. This role offers benefits and opportunities within a people-first culture.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related experience preferred.
• Equivalent combination of experience, education, and training as approved by HR.
• Basic knowledge of office procedures and compliance requirements.

Responsibilities

• Receives and directs visitors and calls; maintains inquiries record.
• Processes mail and money movement; supports client onboarding.
• Assists with opening client accounts and audit preparation.
• Maintains files, records, and office supplies; provides general admin support.

Skills

Administrative support

Communication skills

Attention to detail

Teamwork

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a detail-oriented administrative associate in Michigan to support branch operations, manage inquiries, and assist with client onboarding and account opening.

You will handle mail, processing, and documentation, coordinate with home office, and contribute to audit prep while delivering responsive service to visitors and staff. This role offers benefits and opportunities within a people-first culture.