Job Information
Raymond James Financial, Inc. Cash Management Associate – Client Experience & Operations in Memphis, Tennessee
This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Memphis, TN 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