Branch Operations Specialist: Funds and Client Onboarding
Raymond James Financial, Inc.
Raymond James Financial, Inc. is seeking an administrative professional to support branch operations and client onboarding in a fast-paced environment. The role involves handling visitors and calls, managing inquiries, and ensuring accurate mail distribution. The ideal candidate has a high school diploma or equivalent with at least 1 year of securities industry or related experience, plus strong organizational and records-management skills. #J-18808-Ljbffr Raymond James Financial, Inc.
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Branch Operations Specialist: Funds and Client Onboarding in Florida, NY vacancy
- Raymond James is seeking an Operations/Administrative professional to support money movement, client onboarding, and cashiering processes. The role involves handling inquiries... ...with audit preparation, and supporting branch management with daily operations. #J-18808-...SuggestedHome office
- ...to process money movement of client funds. General instructions and... ...compliance requirements. Assists branch managements with audit... ...required forms. Supports client onboarding. Monitors document status... ...trains and assists with other operational functions as required. Performs...SuggestedWork experience placementWork at officeHome office
$1,100 per month
...Create and maintain approved and available fund lists, including Corporate Action... ...corporate action changes with the applicable operational teams. Oversee and maintain the fund-specific... ...any issues that occur through the client and/or client service managers. Act as a...SuggestedCasual workWork at office- ..., FL is seeking a Complex Business Coordinator to support growth initiatives and client service. You will coordinate branch and home office workflows, assist with events, and help onboard new advisors while maintaining strong partner relationships. The role emphasizes...SuggestedHome office
- JPMorgan Chase is seeking a Branch Operations Lead in the New York area to guide daily branch activities, greet customers, and ensure accurate... ...maintain a welcoming, secure environment that supports growth and trusted client relationships. #J-18808-Ljbffr JPMorganChaseSuggested
- JPMorgan Chase & Co. is seeking a Branch Operations Lead for our New York area Chase Branch. You will work with the Branch Manager and team to ensure smooth client transactions, promote self-service options, and uphold branch controls. The role emphasizes coaching the branch...
- JPMorgan Chase & Co. is seeking a Branch Operations Lead to oversee daily branch activities, partner with the Branch Manager, and drive excellent client experiences. The role focuses on processing transactions accurately, maintaining compliance, and guiding staff on service...Weekend workAfternoon shift
- ...Ascensus company, is seeking a seasoned records-keeping professional to manage fund lists, corporate actions, and related processing for nonqualified plans. You will coordinate with operations, ensure timely earnings processing, and maintain strict controls to protect...
- Associate - Hedge Fund Accounting Location: Lake Mary, Florida (4 days in office expectation). Overview Join BNY’s Hedge Fund Accounting... ...the work of junior team members. Maintain relationships with client staff, regularly exchanging information regarding cash,...Work experience placementWork at office
- We're seeking a future team member for the role of Specialist to join our Fund/Client Accounting team. This role is located in Lake Mary, Florida (4 days in office expectations per week). In this role, you'll make an impact in the following ways: Assists in conducting...Work experience placementWork at office
- We're seeking a future team member for the role of Senior Specialist to join our Hedge Fund Accounting Team. The position is located in Lake Mary,... ...Responsibilities Conduct accounting services on behalf of assigned clients and moderately complex funds including determining net...Work experience placementWork at officeFlexible hours
- ...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...assigned clients and moderately complex funds including determining net asset values,... ...efficiencies, enhancing processes, and specialist review functions. Provide input into...Work experience placementWork at officeWorldwideFlexible hours
- ...Incorporated offers a Facility Coordinator role in Florida to support Site and Assistant Facility Managers with operations, maintenance, and financial tasks. You will build client relationships to meet service levels and oversee vendors to ensure quality service. The position...Work at office
- ...experienced OTC Derivatives professional to lead the operating model across Middle Office and Fund Accounting. You will collaborate with technology... ...applications supporting diverse asset classes and drive client onboarding with sales and implementation teams. The role...Work at office
- ...the company’s success. As a Branch Manager I within PNC's Retail... ...consultative interactions with clients, and solutions that help them... ...talent through effective onboarding, coaching and development. Makes... ...inclusive workplace. Manages operational, human capital, reputational...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Florida, NY5 days ago - Priority Dispatch Corp. is seeking a Customer Engagement Specialist to support the Customer Engagement team with administrative, operational, and client-facing tasks. You will assist Account Managers and Executives with day-to-day requests, prepare meeting materials, and...Remote jobWork at office
- Carson Wealth is seeking a Client & Advisor Support professional in New York to deliver white-glove service via phone, email, and meetings... ...client data, and support advisors with timely, compliant operations. The role emphasizes paperwork handling, asset transfers, and precise...
- A remote coordination services company is seeking a Reservations Support Specialist to provide administrative and client-facing support for scheduling and reservation coordination. The ideal candidate should be organized and detail-oriented, excelling in communication....Remote jobFlexible hours
- Carson Group in New York area seeks a detail-oriented professional to deliver ongoing client service and support to advisors and investors. You will prepare paperwork for new accounts, process transfers, and ensure accurate, timely account maintenance while safeguarding...
- ...stable career in public service The Fleet Operations Personnel supports the daily execution... ...vehicles and mobile service units with onboard technology Help monitor functionality of... ...previous experience and/or training involving client service, general office work, cashiering...Work at office
Broward Tax
Florida, NY4 days ago - ...Landscape Supply is seeking a Bilingual Assistant Branch Manager to support the Branch Manager in achieving excellence in operations, inventory control, team development,... ...value, and financial performance. You will onboard and coach staff, promote safety, monitor KPIs...
SiteOne Landscape Supply
Florida, NY5 days ago - Dobbs Equipment is seeking a Branch Administrator to perform a full range of administrative and sales support duties at a Dobbs Equipment dealership location. This in-office, non-exempt role supports parts, sales, and service teams while ensuring an organized and professional...Work at office
- Optiv Security Inc. is seeking a Client Operations Specialist to support field Client Managers in developing and closing new business. You will generate price quotes, process orders, handle client inquiries, and resolve issues to keep deals moving. In this fast-paced role...Remote job
- BRANCH MANAGER JOB SUMMARY Plans, directs and manages... ...Treasury and Lending Specialists with qualified... ...communication to support overall client and franchise... ...payment against uncollected funds within authorities.... ...ideas for improving sales/operational issues with the bank...Work at officeLocal area
$60k - $115k
...government and institutional clients. The firm works with clients... ...Capital Markets, Financing Operations, Payment and Correspondent Banking... .... The Operations Analyst/Specialist II TDS coordinates and... ...develop the best. Training & Onboarding We will provide training and...Work experience placementLocal areaWork from homeFlexible hours- ...growth in finance. Key responsibilities include assisting with account functions, preparing meeting documents, and communicating with clients. Candidates should have over 3 years of relevant experience. The firm offers benefits such as medical insurance, vision insurance,...
- JPMorgan Chase in the United States seeks a Branch Operations Lead to work closely with the Branch Manager, delivering exceptional client experiences and ensuring accurate transactions. You will lead operations, guide lobby flow, and reinforce policies while building trusted...
- ...are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch...Night shiftAfternoon shift
- ...Innovation Responsible Environmental Stewardship About the Role Operations Specialist The Operations Specialist role is one that supports patient... ...to ensure compliance Assist with training materials, onboarding, and cross-functional support Participate in projects to refine...Temporary workWork experience placementWork at officeFlexible hours
AdaptHealth, LLC
Florida, NY4 days ago - ...families, and team members. We are looking for an experienced Operations Specialist to provide leadership and operational support across our... ...satisfaction New Hire Training and Development: Assist in the onboarding, mentoring, and training of newly hired Executive Directors...Temporary workInterim role
Experience Senior Living
Florida, NY19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Operations Specialist: Funds and Client Onboarding. Be the first to apply!
Related searches
- trading operations specialist Florida, NY
- operations consultant Florida, NY
- it operations coordinator Florida, NY
- operations specialist Florida, NY
- manufacturing operations consultant Florida, NY
- bank operations specialist Florida, NY
- aviation operations specialist Florida, NY
- recruiting operations associate Florida, NY
- hr operations specialist Florida, NY
- people & operations coordinator Florida, NY