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Cash Management Associate – Client Experience & Operations

Raymond James
Full-time
On-site
Saint Petersburg, Florida, United States

Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in our St Petersburg, FL Corporate Office.

Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.

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

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

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. 

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