Cash Management Associate – Client Experience & Operations | 8am-5pm Ct

Willenborg Wealth Management

Memphis, TN, US
Base salary not specified; + compensation may incl...
Hybrid
Strong written and verbal communication skills
Familiarity with basic accounting principles
Experience in customer service or financial services
This role serves as the first line of support for branch teams, resolving account inquiries and disbursement errors while ensuring compliance

Job Summary

  • This role serves as the first line of support for branch teams, resolving account inquiries and disbursement errors while ensuring compliance.
  • The position requires participation in a mandatory three-month training program followed by a hybrid work schedule of three days in the Memphis office.
  • Candidates will contribute to a collaborative team culture focused on continuous improvement and delivering exceptional client experiences.

Matching Summary

This role serves as the first line of support for branch teams, resolving account inquiries and disbursement errors while ensuring compliance.

Salary

Base salary not specified; Additional compensation may include cash or equity; Benefits package includes medical, dental, vision, life insurance, retirement savings, and paid time off.

Skills & Requirements

Must-have

  • Strong written and verbal communication skills
  • Familiarity with basic accounting principles
  • Experience in customer service or financial services
  • Proficiency with Excel and Outlook software

Nice-to-have

  • Customer-first mindset with passion for helping others
  • Ability to solve problems in fast-moving environments
  • Willingness to learn new systems and train others

Key Requirements

  • High School Diploma or equivalent required
  • 2+ years of experience in customer service or financial services preferred
  • Not eligible for Work Visa sponsorship

Work Rights

Not specified

Tailored Resume

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