Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Birmingham (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

Retirement savings plan

Paid time off

Life insurance

Job summary

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Birmingham, Michigan. The role handles visitor and call management, mail processing, and money movements, while ensuring compliance and proper documentation for audits.

The position supports client onboarding, account openings, and coordination with home office for securities orders, with a focus on accuracy and timely processing within a branch environment.

Qualifications

• One year securities industry or related experience preferred.
• High school diploma or equivalent required.
• Bachelor’s degrees in Accounting/Finance or Business Administration preferred.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions and ensures delivery to home office.
• Assists with opening client accounts and onboarding.
• Maintains documentation for compliance and audit.
• Provides general administrative support to branch management.

Skills

Customer service

Attention to detail

Data entry

Communication

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School Diploma or equivalent

Tools

Microsoft Excel

Document management software

Mail/cousin processing systems

Job description

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Birmingham, Michigan. The role handles visitor and call management, mail processing, and money movements, while ensuring compliance and proper documentation for audits.

The position supports client onboarding, account openings, and coordination with home office for securities orders, with a focus on accuracy and timely processing within a branch environment.