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Cash Management Associate - Client Experience…
- Raymond James Financial, Inc. (Southfield, MI)
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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.
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