Cash Management Associate - Client Experience & Operations

Responsibilities

• Be the first line of support for branch teams-answering questions and resolving client account activity.
• Investigate and correct disbursement errors with precision and care.
• Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
• Research and resolve transaction discrepancies from both branch and home office entries.
• Post wires, checks, and process ACH profiles and periodic transactions as needed.
• Help train new associates and support escalated calls when needed.
• Contribute to a culture of continuous improvement and client-first service.
• What You Bring
• Strong communication skills-both written and verbal.
• A knack for solving problems and staying organized in a fast-moving environment.
• A customer-first mindset with a passion for helping others.
• Familiarity with basic accounting principles and office procedures.
• Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems.
• Your Background
• High School Diploma or equivalent required.
• 2+ years of experience in customer service, office administration, or financial services preferred.
• Why You'll Love It Here
• Collaborative team environment with room to grow.
• Opportunities to expand your skills and take on new challenges.
• A role that makes a real impact on client satisfaction and operational excellence
• Education
• High School (HS) (Required)
• Work Experience
• General Experience - 7 to 12 months
• Certifications
• Travel
• Less than 25%
• Workstyle
• Hybrid
• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Benefits

Additional Information

Job Description Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you'll be the friendly, knowledgeable voice supporting our branches and internal teams. You'll help resolve account inquiries, troubleshoot disbursement issues, and ensure compliance-all while keeping the client experience top-notch. This role is perfect for someone who thrives in a fast-paced, detail-driven environment and enjoys being the go-to resource for solving problems and making things happen. Job Description This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.

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