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  • Cash Management Associate - Client Experience…

    Raymond James Financial, Inc. (Southfield, MI)



    Apply Now

    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.

     


    Apply Now



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