Cash Management Associate – Client Experience & Operations

Raymond James

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

Nice-to-have

  • Contribute to continuous improvement
  • Collaborative team environment
  • Expand skills and take on challenges

Key Requirements

  • High School Diploma or equivalent
  • 2+ years of experience
  • Basic accounting principles familiarity
  • Comfort with standard office software

Work Rights

Not specified

Tailored Resume

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