Cash Management Associate – Client Experience & Operations | 10am-7pm CT

Raymond James•Memphis, TN

1d•Hybrid

About The Position

This role is for a Cash Management Associate focused on Client Experience & Operations. The associate will be the primary support for branches and internal teams, handling client inquiries, troubleshooting disbursement issues, and ensuring compliance while maintaining a high level of client service. The position is ideal for individuals who excel in a fast-paced, detail-oriented environment and enjoy problem-solving.

Requirements

Strong written and verbal communication skills.
Problem-solving abilities and organizational skills in a fast-paced environment.
Customer-first mindset with a passion for helping others.
Familiarity with basic accounting principles and office procedures.
Proficiency with standard office software (Excel, Outlook, etc.) and ability to learn new systems.
High School Diploma or equivalent required.
2+ years of experience in customer service, office administration, or financial services preferred.

Responsibilities

Serve as the first line of support for branch teams, addressing questions and resolving client account activity.
Investigate and correct disbursement errors accurately.
Complete daily reports and review account activity for 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.
Assist in training new associates and handle escalated calls.
Contribute to a culture of continuous improvement and client-first service.