Client Onboarding & Branch Operations Specialist

Raymond James; Scottsdale (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James in Scottsdale, AZ is seeking an entry-level Operations Clerk to process money movement of client funds and support branch administration under supervision. This role requires handling inquiries, mail, account opening assistance, and coordination with home office on securities transactions.

The position includes maintaining compliance documentation, supporting audits, and performing general administrative tasks to keep branch operations running smoothly.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred.
• Bachelor’s degree or equivalent combination of education and experience as approved by HR.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office and ensures delivery with confirmation of receipt.
• Processes securities transactions, including transmitting orders, cancellations and corrections of orders, per home office procedures.
• Assists with opening client accounts by properly completing and submitting required forms; supports client onboarding.
• Maintains, processes and updates files, records and other documents.
• Assists with audit preparation and with branch management as needed.

Skills

Money movement

Customer service

Administrative support

Record keeping

Mail processing

Securities transactions

Education

Bachelor’s

High School Diploma or equivalent

Job description

Raymond James in Scottsdale, AZ is seeking an entry-level Operations Clerk to process money movement of client funds and support branch administration under supervision. This role requires handling inquiries, mail, account opening assistance, and coordination with home office on securities transactions.

The position includes maintaining compliance documentation, supporting audits, and performing general administrative tasks to keep branch operations running smoothly.