Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Chattanooga (TN); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Chattanooga seeks an entry-level operations support role to process money movement of client funds and assist with branch administration. The role involves handling inquiries, directing visitors, and supporting on-boarding and documentation processes.

Preferred candidates have a High School diploma and 1+ year securities-related experience. Travel is less than 25% and the environment emphasizes teamwork and accuracy.

Qualifications

• High School diploma or equivalent required.
• 1+ year securities industry or related work experience preferred, or equivalent combination of experience and training.

Responsibilities

• Receives and directs visitors and calls; maintains inquiry records.
• Processes money movement of funds and disbursements.
• Transmits/receives messages with home office.
• Processes securities transactions and ensures delivery per procedures.
• Maintains cashiering documentation and compliance.
• Assists with audit preparation and client account onboarding.
• Monitors document status and supports branch management.

Skills

Customer service

Attention to detail

Communication skills

Education

High School Diploma

Job description

Raymond James in Chattanooga seeks an entry-level operations support role to process money movement of client funds and assist with branch administration. The role involves handling inquiries, directing visitors, and supporting on-boarding and documentation processes.

Preferred candidates have a High School diploma and 1+ year securities-related experience. Travel is less than 25% and the environment emphasizes teamwork and accuracy.