Raymond James & Associates, Inc., Research Division

Cash Management Associate – Client Experience & Operations

Raymond James & Associates, Inc., Research Division(1 month ago)

HybridFull TimeJunior$60,812 - $81,134 (estimated)Client Experience & Operations
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About this role

A Cash Management Associate in Client Experience & Operations serves as the primary operational and client support contact for branch and internal teams within the firm's cash management function. The role focuses on ensuring smooth account activity, maintaining compliance with firm policies and regulations, and supporting a high-quality client experience in a hybrid work environment.

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Required Skills

  • Client Service
  • Account Reconciliation
  • Disbursements
  • Regulatory Compliance
  • Reporting
  • Transaction Research
  • Wire Processing
  • ACH Processing
  • Microsoft Excel
  • Communication

+2 more

Qualifications

  • High School Diploma

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