Raymond James · 2 days ago
Cash Management Associate – Client Experience & Operations
Southfield, Michigan - United States
Full-time
Hybrid
Entry Level
2+ years expRaymond James is committed to delivering exceptional client service and operational excellence. As a Cash Management Associate, you will support branches and internal teams by resolving account inquiries and ensuring compliance while providing a top-notch client experience.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
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
Qualification
Required
High School Diploma or equivalent required
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
Preferred
2+ years of experience in customer service, office administration, or financial services preferred
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.
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase