Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Chattanooga (TN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Critical illness & accident insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking an entry-level Operations Assistant to process client funds movements, handle inquiries, and support branch management. A High School diploma is required, with potential for related securities experience.

The role includes assisting with client account openings, onboarding, document handling, audits, and general office duties, ensuring efficient branch operations and dependable client service.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Assists with opening client accounts by submitting required forms and supporting client onboarding.
• Monitors document status through importing, scanning and submission of documents.
• Maintains files, records and other documents; provides general administrative support to branch management.
• Prepares for audits and assists with compliance-related documentation.

Education

High School Diploma or equivalent

Job description

Raymond James is seeking an entry-level Operations Assistant to process client funds movements, handle inquiries, and support branch management. A High School diploma is required, with potential for related securities experience.

The role includes assisting with client account openings, onboarding, document handling, audits, and general office duties, ensuring efficient branch operations and dependable client service.