Cash Management Associate – Client & Operations

Position: Cash Management Associate – Client Experience & Operations
## Cash Management Associate – Client Experience & Operations
** Job Description Summary
** Cash Management Associate – Client Experience & Operations
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 months
** Certifications
* *** Travel
* * Less than 25%
** Workstyle
* * Hybrid At 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.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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