Raymond James
Branch Operations Specialist-Chattanooga TN
Chattanooga, Tennessee - United States, USA
Sponsorship not specifiedDetected 1 day ago
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
- Receives and directs visitors and telephone calls
Responsibilities
- Maintains documentation to cashiering according to compliance requirements.
- Supports client onboarding.
Requirements
- High School (HS) (Required)
- maintains record of inquiries, as required.
- Assists with opening client accounts by properly completing and submitting required forms.
- Cross-trains and assists with other operational functions as required.
Skills
- Job Description Summary
- Resolves routine questions and problems and refers more complex issues to a higher level.
Compensation
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Benefits
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
- Transmits and receives messages with home office.
- Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
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