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Cash Management Associate - Client & Operations | CT

Remote / Online - Candidates ideally in
Memphis, Shelby County, Tennessee, 38111, USA
Listing for: Raymond James Financial, Inc.
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-06-27
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Cash Management Associate - Client Experience & Operations | 8am-5pm CT
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
Position Requirements
10+ Years work experience
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