Branch Operations & Client Onboarding Specialist

Raymond James; Greenville (SC); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Raymond James in Greenville, SC is seeking a Branch Operations Specialist to manage routine money movements, handle client onboarding, and support branch operations. The role requires attention to detail and strong administrative skills within a securities environment.

The position is full-time and on-site in Greenville with travel under 25% as needed. The incumbent will work under general supervision, assist with audits, and coordinate with home office to ensure accurate and timely processing

Qualifications

• High School Diploma or equivalent with 1+ year securities industry or related experience preferred.
• Bachelor’s degrees in Accounting, Business Administration, or Finance.
• Travel may be less than 25%.

Responsibilities

• Receive and direct visitors and phone calls; maintain inquiry records.
• Process money movement of funds, disbursements, and check delivery.
• Transmits and receives messages with home office; processes securities orders with delivery confirmation.
• Assist with opening client accounts and onboarding.
• Support branch management and audit preparation.
• Maintain files, records, and office supplies; cross-train with other operations.

Skills

Customer service

Attention to detail

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James in Greenville, SC is seeking a Branch Operations Specialist to manage routine money movements, handle client onboarding, and support branch operations. The role requires attention to detail and strong administrative skills within a securities environment.

The position is full-time and on-site in Greenville with travel under 25% as needed. The incumbent will work under general supervision, assist with audits, and coordinate with home office to ensure accurate and timely processing