Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Greenville (SC); On-site; USD 40,000 - 60,000; 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 seeks an administrative professional to support branch operations in Greenville, SC. The role handles visitor and call management, mail processing, and strict documentation for cashiering and compliance.

You will assist with opening client accounts, client onboarding, and status tracking of documents. The position involves processing securities transactions, coordinating with home office, and providing general office support while contributing to a client-first culture and strong

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
• Sorts, screens and distributes incoming and outgoing mail.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
• Maintains documentation to cashiering according to compliance requirements.
• Assists branch managements with audit preparation.
• Assists with opening client accounts by properly completing and submitting required forms.
• Supports client onboarding.
• Monitors document status through importing, scanning and submission of documents.
• Provides general administrative support to branch management.
• Maintains, processes and updates files, records and other documents.
• Maintains inventory, stocks and distributes office supplies.
• Cross-trains and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Education

High School Diploma or equivalent

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James seeks an administrative professional to support branch operations in Greenville, SC. The role handles visitor and call management, mail processing, and strict documentation for cashiering and compliance.

You will assist with opening client accounts, client onboarding, and status tracking of documents. The position involves processing securities transactions, coordinating with home office, and providing general office support while contributing to a client-first culture and strong