Cash Management Associate

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the St. Petersburg, FL Home Office location. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. 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.

Requirements

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.
High School Diploma or equivalent required.
2+ years of experience in customer service, office administration, or financial services preferred.

Nice To Haves

General Experience - 7 to 12 months

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.