Branch Operations & Client Onboarding Specialist

Raymond James; Saginaw (MI); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off including vacation, sick

Parental leave

Job summary

Raymond James in the United States is seeking a detail-oriented associate to process money movement of client funds, handle inquiries, direct visitors, and support routine branch operations. You will assist with opening client accounts, onboarding, document capture, and maintaining records while contributing to audit preparation and ensuring compliance.

Travel is less than 25% and the work style is resident.

Qualifications

• Bachelor's degrees in Accounting, Business Administration or Finance, plus HS diploma.
• General experience 7 to 12 months.
• Residential work style with travel less than 25%.

Responsibilities

• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions, including transmitting orders and corrections.
• Maintains documentation to cashiering per compliance and supports audit prep.
• Assists with opening client accounts and client onboarding.
• Monitors document status through importing, scanning and submission of documents.
• Provides general administrative support to branch management.
• Maintains and updates files, records and office supplies.
• Cross-trains and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS) (Required)

Job description

Raymond James in the United States is seeking a detail-oriented associate to process money movement of client funds, handle inquiries, direct visitors, and support routine branch operations. You will assist with opening client accounts, onboarding, document capture, and maintaining records while contributing to audit preparation and ensuring compliance.

Travel is less than 25% and the work style is resident.