About the role

Job Description Summary

Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you’ll be the friendly, knowledgeable voice supporting our branches and internal teams. You’ll help resolve account inquiries, troubleshoot disbursement issues, and ensure compliance—all while keeping the client experience top-notch.

This role is perfect for someone who thrives in a fast-paced, detail-driven environment and enjoys being the go-to resource for solving problems and making things happen.

Job Description

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, 10:00 AM–7:00 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

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Aplyr's read

Raymond James is a diversified financial services firm known for its robust compliance culture and personalized client service, attracting professionals in finance, compliance, and technology.
Synthesized from recent postings & public sources

What's promising

•Raymond James offers a strong compliance framework, appealing to professionals focused on regulatory adherence.
•The firm provides diverse career opportunities across finance, technology, and operations.
•Raymond James emphasizes personalized client service, enhancing client satisfaction and employee engagement.

What to watch

•The financial services industry faces high regulatory scrutiny, impacting operations.
•Competition from larger firms may limit growth opportunities.
•Economic downturns can affect investment banking and asset management revenues.

Why Raymond James

•Raymond James is known for its conservative financial management and stability.
•The firm maintains a strong regional presence, particularly in the Southeast U.S.
•Raymond James emphasizes a client-first approach, differentiating it from larger competitors.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Raymond James

Raymond James

raymondjames.com

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Raymond James Financial, Inc. is a diversified financial services company that provides investment banking, asset management, and financial planning services.