Branch Operations & Client Onboarding Specialist

Raymond James, Inc.; Chattanooga (TN); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Retirement plan

Paid time off

Job summary

Raymond James, Inc. in Chattanooga, TN is seeking a Branch Operations Specialist to support daily money movements, client onboarding, and routine branch activities. Under supervision, you will process funds transfers, handle inquiries, and assist with account openings.

The role emphasizes accuracy, attention to detail, and strong communication with clients and home office. A HS diploma and 1 year securities experience are preferred; on-site collaboration and punctuality are valued.

Qualifications

• High School Diploma or equivalent required.
• 1+ year securities industry or related experience preferred.
• Strong customer service and communication skills.
• Detail-oriented with accuracy in funds processing.

Responsibilities

• Process money movement of funds, disbursements and check deliveries.
• Receive and direct visitors and calls; route inquiries.
• Transact securities orders and ensure delivery to home office.
• Assist with opening client accounts and onboarding.
• Maintain and update records and documents; support audits.

Skills

Customer service

Attention to detail

Multitasking

Communication

Education

High School Diploma or equivalent

Tools

MS Office

Recordkeeping software

Job description

Raymond James, Inc. in Chattanooga, TN is seeking a Branch Operations Specialist to support daily money movements, client onboarding, and routine branch activities. Under supervision, you will process funds transfers, handle inquiries, and assist with account openings.

The role emphasizes accuracy, attention to detail, and strong communication with clients and home office. A HS diploma and 1 year securities experience are preferred; on-site collaboration and punctuality are valued.