Cash Management Associate – Client Experience & Operations | 8am-5pm CT

Job Description

This position will follow our hybrid work model (including training period), we expect the selected candidate to be in the office 3 days a week at the Memphis, TN Office location. Training

• Training Schedule: This role requires participation in a mandatory training program, approximately 3 months in duration. Training hours will be Monday–Friday, 8:00 AM–5:00 PM CT.
• Post‑Training Schedule: Upon successful completion of training, the regular shift for this role will be Monday–Friday, 8:00 AM–5:00 PM CT.

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.

Workstyle

The 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.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Company Information

• Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.