Fixed Income Ops Advisor: Client Onboarding & Reporting

Raymond James, Inc.; Memphis (TN); Hybride; USD 50 000 - 65 000; Plein temps

Résumé du poste

Raymond James in Memphis, TN seeks a detail-oriented Fixed Income Operations Advisor to support client onboarding, account maintenance, reporting, and daily workflows using Excel, SharePoint, and Bloomberg.

You will coordinate with Sales and internal partners, prepare reports, ensure documentation accuracy, and contribute to process improvements while pursuing the required FINRA licenses within one year.

Qualifications

• Bachelor's degree required.

Responsabilités

• Support day-to-day Fixed Income operational activities, including client setup, account maintenance, reporting, and special projects.
• Assist with client onboarding and account maintenance, including reviewing required information and documentation for completeness and accuracy.
• Communicate status updates, outstanding items, and operational needs to Sales Representatives, Sales Assistants, and internal business partners.
• Prepare and maintain weekly and monthly reports, spreadsheets, trackers, and operational summaries.
• Review client and account information in support of first-line audit and supervisory review requirements.
• Provide support for client due diligence, operational, financial, and regulatory information requests, including coordinating appropriate documentation and responses.
• Use Microsoft Excel, SharePoint, Bloomberg, and other Fixed Income systems to support reporting, research, recordkeeping, and daily workflows.
• Identify discrepancies, research operational issues, and coordinate timely resolution with the appropriate business partners.
• Participate in cross-training and learning opportunities within the group to expand knowledge of Fixed Income processes, systems, and team functions.
• Support process improvements and other Fixed Income operational initiatives as needed.
• Support and provide backup coverage for other team members as needed to help ensure continuity of operations.

Connaissances

Attention to detail

Time management

Communication

Analytical thinking

Independent & collaborative work

Problem solving

Formation

Bachelor's degree

Outils

Microsoft Excel

SharePoint

Bloomberg

Outlook

Teams

Word

Description du poste

Raymond James in Memphis, TN seeks a detail-oriented Fixed Income Operations Advisor to support client onboarding, account maintenance, reporting, and daily workflows using Excel, SharePoint, and Bloomberg.

You will coordinate with Sales and internal partners, prepare reports, ensure documentation accuracy, and contribute to process improvements while pursuing the required FINRA licenses within one year.