Cash Management Associate – Client & Operations | CT

Job Overview

As a Cash Management Associate, you will serve as the first line of support for branch teams, answering questions and resolving client account activity while maintaining a strong focus on client satisfaction and compliance. Your role will involve a blend of client service, problem solving, and operational support in a fast‑paced environment.

• Answer and resolve client account inquiries and branch questions.
• Investigate and correct disbursement errors with precision.
• Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
• Research and resolve transaction discrepancies for 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 required.
• Contribute to a culture of continuous improvement and client‑first service.

• Strong written and verbal communication skills.
• Problem‑solving ability and ability to stay organized in a fast‑moving environment.
• Customer‑first mindset with a passion for helping others.
• Familiarity with basic accounting principles and office procedures.
• Comfortable with standard office software (Excel, Outlook, etc.) and willing to learn new systems.
• High School Diploma or equivalent required.
• 2+ years of experience in customer service, office administration, or financial services preferred.

Memphis, TN office. Hybrid work model with a required presence in the office 3 days per week. Regular shift:
Monday–Friday, 8:00AM–5:00PM CT.

Participation in a mandatory training program for approximately 3 months (Monday–Friday, 8:00AM–5:00PM CT). After successful completion, the regular schedule will follow as described above.

The total compensation includes base salary and may include additional components such as cash or equity, discretionary bonuses, or commissions. Eligible for a benefits package that may include medical, dental, vision, life insurance, disability benefits, retirement savings, paid time off, and parental leave.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.