Cash Management Associate – Client Experience & Operations
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Overview
Job Description
Job Description Summary
Cash Management Associate – Client Experience & Operations Are 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 St. Petersburg, FL Home 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
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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:
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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
