Cash Management Associate – Client Experience & Operations

Willenborg Wealth Management

Memphis, TN, US
Remote
First line of support for branch teams
Resolve client account activity
Investigate and correct disbursement errors
Be the first line of support for branch teams, answering questions and resolving client account activity

Job Summary

  • Be the first line of support for branch teams, answering questions and resolving client account activity.
  • Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.
  • Contribute to a culture of continuous improvement and client-first service.

Matching Summary

Be the first line of support for branch teams, answering questions and resolving client account activity.

Skills & Requirements

Must-have

  • First line of support for branch teams
  • Resolve client account activity
  • Investigate and correct disbursement errors
  • Complete daily reports and review account activity
  • Post wires, process ACH profiles

Nice-to-have

  • Contribute to a culture of continuous improvement
  • Customer-first mindset
  • Collaborative team environment

Key Requirements

  • High School Diploma or equivalent required
  • 2+ years of experience in customer service, office administration, or financial services preferred
  • Familiarity with basic accounting principles
  • Comfort with standard office software

Work Rights

Not specified

Tailored Resume

Cover Letter