Job Description Summary
Cash Management Associate – Client Experience & OperationsAre 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.
Job Description
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.
Education
High School (HS) (Required)Work Experience
General Experience - 7 to 12 monthsCertifications
Travel
Less than 25%Workstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Top Skills
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
