Cash Management Associate – Client Experience & Operations

Raymond James • Saint Petersburg, FL

7h • Hybrid

About The Position

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in our St Petersburg, FL Corporate Office. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. 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.

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.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED