Client Onboarding Specialist- RJIM

2 weeks ago

Indianapolis, United States Raymond James Financial Services Full time

Description

Job Summary

Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. Raymond James Investment Management believes providing a lineup of institutional-class portfolio managers spanning a wide range of disciplines and investing vehicles is the best way to help investors seek their long-term financial goals.

We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with assisting with several aspect of the client onboarding process. This role is not only integral to onboarding the more technical aspects of client accounts, mainly derivatives, but is also a critical piece of the Raymond James compliance infrastructure.

Essential Duties and Responsibilities

Counter Party Management:

Facilitate the establishment and maintenance of derivatives trading and clearing agreements

Partner with Legal, Compliance and Portfolio Management

Add new accounts to existing derivative agreements

Utilize Saphyre to manage inventory of derivative trading relationships

Compliance on-boarding:

Oversees initial portfolio compliance set-up

Work with Client Service and Investment team on investment guideline interpretation

Enter rules into Bloomberg AIM system

Conduct preliminary testing of rules and guidelines

Custodial account on-boarding:

Manage custodian onboarding documentation

Work with custodians to open global markets and derivatives trading capability as needed

Utilize Saphyre to manage account global market status

Assist with internal management of account transition status

Collaborate with internal teams to establish onboarding process

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise. Skill in

Portfolio accounting systems and databases.

Strong Excel skills.

Communicating effectively in both oral and written communications.

Demonstrating uncompromising adherence to ethical principles.

Preparing analyses and information reports for management. Ability to

Analyze problems and develop creative solutions.

Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Provide efficient service to internal and external clients.

Partner and collaborate and work in a team environment.

Foster a cooperative work environment and partner with other functional areas to accomplish objectives.

Attend to detail while maintaining a big picture orientation. Educational/Previous Experience Requirements

Education/Previous Experience

Bachelors degree in Accounting, Finance, or related degree and five (5) years of relevant experience.

"or"

Any equivalent combination of education, experience and/or training approved by Human Resources.

Experience with fixed income securities preferred

Experience with derivative securities preferred

Experience with non-USD securities preferred

Licenses/Certifications

none

Job: Investment Management

Primary Location: US-IN-Indianapolis

Other Locations: US-FL-St. Petersburg-Saint Petersburg

Organization Raymond James Investment Management

Schedule Full-time

Job Shift Day Job

Travel Yes, 15 % of the Time

Req ID: 2402162

  • Onboarding Specialist

    5 days ago

    Indianapolis, United States Medasource Full time

    The Medasource Onboarding Specialist will be responsible for all paperwork and onboarding requirements for new, past, and current consultants. The onboarding team will be an extension of the delivery team and ensure that our consultants are completing required paperwork for tax forms, insurance, W-2, 1099, and I-9 verification. This position will utilize...

  • Onboarding Specialist

    3 days ago

    Indianapolis, United States Medasource Full time

    The Medasource Onboarding Specialist will be responsible for all paperwork and onboarding requirements for new, past, and current consultants. The onboarding team will be an extension of the delivery team and ensure that our consultants are completing required paperwork for tax forms, insurance, W-2, 1099, and I-9 verification. This position will utilize...

  • Onboarding Specialist

    4 days ago

    Indianapolis, United States Medasource Full time

    About the job Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...

  • Onboarding Specialist

    6 days ago

    Indianapolis, United States Medasource Full time

    About the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...

  • Onboarding Specialist

    5 days ago

    indianapolis, United States Medasource Full time

    About the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...

  • Onboarding Specialist

    2 days ago

    Indianapolis, United States Medasource Full time

    About the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...

  • Junior Onboarding Specialist

    1 month ago

    Indianapolis, United States Eight Eleven Group Full time

    The Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...

  • Onboarding Specialist II

    2 months ago

    Indianapolis, United States Brooksource Full time

    The Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...

  • Onboarding Specialist II

    2 months ago

    Indianapolis, United States Brooksource Full time

    The Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...

  • Junior Onboarding Specialist

    1 month ago

    Indianapolis, United States Eight Eleven Group Full time

    The Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...

  • Onboarding Specialist

    1 week ago

    Indianapolis, United States Medasource Full time

    This position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN. The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...

  • Onboarding Specialist

    1 week ago

    Indianapolis, United States Medasource Full time

    This position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...

  • Onboarding Specialist

    1 week ago

    indianapolis, United States Medasource Full time

    This position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...

  • Onboarding Specialist

    1 week ago

    Indianapolis, United States Medasource Full time

    This position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...

  • Client Support Specialist II

    7 days ago

    Indianapolis, Indiana, United States First Commonwealth Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Management Client Support Specialist II to join our team at First Commonwealth Bank. As a key member of our Treasury Management team, you will be responsible for providing exceptional client support and service to our Treasury Management clients.Key ResponsibilitiesClient Onboarding and MaintenancePerform...

  • Treasury Management Client Support Specialist II

    7 days ago

    Indianapolis, Indiana, United States First Commonwealth Bank Full time

    Job SummaryWe are seeking a highly skilled Treasury Management Client Support Specialist II to join our team at First Commonwealth Bank. As a key member of our Treasury Management team, you will be responsible for providing exceptional client support and services to our Treasury Management clients.Key ResponsibilitiesClient Onboarding and MaintenancePerform...

  • FSP Client Relations Specialist

    3 months ago

    Indianapolis, United States AUTOMOBILE PROTECTION CORPORATION Full time

    Job DescriptionJob Description  SummaryThe FSP Client Relations Specialist will be responsible for all aspects of new dealership onboarding including creating and developing marketing materials and trainings. You will also be responsible for assisting with lender applications and system administration. Essential Duties and ResponsibilitiesClient...

  • FSP Client Relations Specialist

    3 months ago

    Indianapolis, United States AUTOMOBILE PROTECTION CORPORATION Full time

    Job DescriptionJob Description  SummaryThe FSP Client Relations Specialist will be responsible for all aspects of new dealership onboarding including creating and developing marketing materials and trainings. You will also be responsible for assisting with lender applications and system administration. Essential Duties and ResponsibilitiesClient...

  • Travel Nurse RN

    1 week ago

    Indianapolis, Indiana, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Telemetry SpecialistWe are seeking a skilled Travel Nurse RN - Telemetry Specialist to join our team at HealthEcareers - Client. As a Telemetry RN, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job Summary:The Travel Nurse RN - Telemetry Specialist will be responsible...

  • Travel Nurse RN

    2 weeks ago

    Indianapolis, Indiana, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Telemetry SpecialistWe are seeking a skilled Travel Nurse RN - Telemetry Specialist to join our team at HealthEcareers - Client. As a Telemetry RN, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job Summary:The Travel Nurse RN - Telemetry Specialist will be responsible...