Cash Management Associate - Client Experience & Operations

Raymond James Financial, Inc.

Saint Petersburg, FL

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 Office location. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. **What** **You'll** **Be Doing** + 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.

Posted 2025-11-14

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