Raymond James · 1 day ago
Branch Operations Specialist-Pasadena, CA
Pasadena, CA
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $60K/yr
0+ years expRaymond James is a financial services firm that values integrity and client-first principles. They are seeking a Branch Operations Specialist who will conduct data entry, ensure positive client interactions, and support various operational tasks within the branch.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility
Ensure a positive experience for clients by having courteous interactions with them
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports
Carry out standard customer service activities and handle simple customer inquiries
Organize own work schedule each day in line with changing priorities
Carry out simple sales support tasks and provide help to others
Help manage internal client relationships by carrying out simple procedural tasks
Support others by carrying out simple financial monitoring tasks
Extract relevant data from information provided by others, and input it into spreadsheets or standard formats
Create, organize, and maintain files containing the correspondence and records of a senior colleague
Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products
Qualification
Required
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility
Ensure a positive experience for clients by having courteous interactions with them
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports
Carry out standard customer service activities and handle simple customer inquiries
Organize own work schedule each day in line with changing priorities
Carry out simple sales support tasks and provide help to others
Help manage internal client relationships by carrying out simple procedural tasks
Support others by carrying out simple financial monitoring tasks
Extract relevant data from information provided by others, and input it into spreadsheets or standard formats
Create, organize, and maintain files containing the correspondence and records of a senior colleague
Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products
Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies
Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages
Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance
Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives
Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives
Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance
Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision
Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision
Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers
Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision)
Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization
Works under supervision at an elementary level to meet high customer service standards
Works under supervision at an elementary level to understand and effectively operate all customer management systems
Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities
Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system
Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase