Raymond James & Associates, Inc., Research Division

Cash Management Associate – Client Experience & Operations

Raymond James & Associates, Inc., Research Division(12 days ago)

HybridFull TimeJunior$30,000 - $40,000Customer Service/Finance
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About this role

This role involves providing support for client account inquiries, troubleshooting disbursement issues, and ensuring compliance within a fast-paced environment. It emphasizes exceptional customer service, problem-solving, and operational accuracy, with a balance of remote and in-office work.

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Required Skills

  • Customer Service
  • Account Management
  • Disbursement
  • Troubleshooting
  • Communication
  • Financial Compliance
  • Microsoft Excel
  • Microsoft Outlook
  • Operations Support
  • Account Reconciliation

Qualifications

  • High School Diploma

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