Branch Operations & Client Onboarding Specialist

Raymond James; Boca Raton (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Boca Raton is seeking an entry-level operations associate to support money movement, cashiering, and client onboarding. Under supervision you will follow standard procedures to process funds, orders, and documentation.

The role requires attention to detail, reliability, and strong customer service from a financial services background. You will handle inquiries, maintain records, and provide general administrative support to branch management.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred, or equivalent combination.

Responsibilities

• Process money movement of client funds and disbursements under supervision.
• Handle visitor and phone inquiries and direct to appropriate teams.
• Assist with opening client accounts and onboarding.
• Maintain documentation and records per compliance requirements.
• Provide general administrative support to branch management.

Skills

Customer service

Administrative support

Attention to detail

Record keeping

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

Tools

Securities systems

Office 365

Job description

Raymond James in Boca Raton is seeking an entry-level operations associate to support money movement, cashiering, and client onboarding. Under supervision you will follow standard procedures to process funds, orders, and documentation.

The role requires attention to detail, reliability, and strong customer service from a financial services background. You will handle inquiries, maintain records, and provide general administrative support to branch management.