Branch Seasonal Associate - Newport Beach, CA 3AE

Raymond James • Newport Beach, CA

3d • Onsite

About The Position

Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment. Job Summary The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. The branch seasonal associate position is a temporary role.

Requirements

• Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint).
• General knowledge of business or finance concepts.
• Familiarity with professional communication standards.
• Strong verbal and written communication skills.
• Organizational and time management abilities.
• Ability to Learn new systems and processes quickly.
• Work independently and as part of a team.
• Manage multiple tasks effectively in a professional setting.
• Adapt to changing priorities and branch needs.
• Maintain confidentiality and professionalism.

Responsibilities

• Assist with branch operational tasks and provide general administrative support
• Observe financial advisors and learn about client onboarding, planning, and service processes.
• Support projects that improve branch efficiency and client experience.
• Participate in learning sessions and complete assigned training modules on financial principles and branch technology.
• Collaborate with branch associates on administrative and client service activities.
• Conduct research or prepare basic materials to support advisor presentations and client meetings.
• Performs other duties and responsibilities as assigned.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees