Branch Operations & Client Onboarding Specialist

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement savings plan

Paid time off

Job summary

Raymond James & Associates, Inc. is seeking an entry-level operations associate to support money movement, client inquiries, and document processing within the branch. This role will handle mail, phone inquiries, and basic compliance tasks while coordinating with home office.

Candidates have a Bachelor’s in Accounting, Business Administration or Finance, or a HS diploma with relevant experience. The position offers benefits and opportunities for professional growth within a large financial

Qualifications

• Bachelor’s degree requirements across Accounting, Business Administration and Finance; HS diploma required.
• General Experience: 7–12 months.

Responsibilities

• Receives and directs visitors and telephone calls, maintains inquiries records.
• Processes money movement of funds, disbursements and checks, and ensures delivery to home office.
• Maintains documentation to cashiering per compliance requirements and assists with audit prep.
• Assists with opening client accounts by submitting required forms and supports client onboarding.
• Monitors document status through importing, scanning and submission; maintains files and office supplies.
• Cross-trains and assists with other operational functions; performs other duties as assigned.

Education

Bachelor’s: Accounting, Business Administration, Finance

High School (HS) (Required)

Job description

Raymond James & Associates, Inc. is seeking an entry-level operations associate to support money movement, client inquiries, and document processing within the branch. This role will handle mail, phone inquiries, and basic compliance tasks while coordinating with home office.

Candidates have a Bachelor’s in Accounting, Business Administration or Finance, or a HS diploma with relevant experience. The position offers benefits and opportunities for professional growth within a large financial