Cash Management Associate – Client Experience & Operations

Raymond James•Southfield, MI

3d•Hybrid

About The Position

As a Cash Management Associate, you will be the primary support for branches and internal teams, focusing on exceptional client service and smooth operations. Your responsibilities include resolving client account inquiries, troubleshooting disbursement issues, and ensuring compliance with firm policies and industry regulations. This role requires a detail-oriented individual who thrives in a fast-paced environment, acting as a key resource for problem-solving and operational efficiency. The position follows a hybrid work model, requiring the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location. This role is not eligible for Work Visa sponsorship.

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.

Nice To Haves

2+ years of experience in customer service, office administration, or financial services.

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.
Base salary or wages.
Additional compensation (cash or equity).
Discretionary bonuses.
Commissions.
Medical insurance.
Dental insurance.
Vision insurance.
Life insurance.
Critical illness insurance.
Accident insurance.
Disability benefits.
Retirement savings.
Paid time off (including vacation, holidays, and sick leave).
Parental leave.