Job Description Summary

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems. Extensive contact with internal customers.

Job Description

This position follows a regular schedule of 10:00 AM to 7:00 PM, Monday through Friday.

To prepare for success in the role, all new hires are expected to complete a required training period lasting 6 to 8 weeks, during which the hours will temporarily shift to 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, based on training availability.

This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.

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

Essential Duties and Responsibilities

• Available to assist on all job functions of Cash Management Associate I.

• Answers calls and questions regarding client activity.

• Completes daily reports accurately and timely, reviewing account activity for compliance with

• rules and regulations along with department standards

• Researches any errors or problems concerning entries made at the branch or Home Office level upon request.

• Reviews and corrects disbursement errors as appropriate.

• Assists in training new associates; available for continued training.

• May assist with follow through on escalated calls.

• May be required to post wires and checks to client accounts.

• May be required to process ACH (automated clearing house) profiles and/or periodic transactions.

• Performs other duties and responsibilities as assigned.

Knowledge of

• General office practices, procedures, and methods.

• Basic accounting concepts, practices, and procedures.

Skill in

• Researching basic transactions and account discrepancies.

• Gathering and compiling information.

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication, and maintain spreadsheets and databases.

Ability to

• Communicate effectively, both orally and in writing, with all organizational levels.

• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

• Provide high level of customer service.

Education/Previous Experience

High School Diploma or equivalent and a minimum of two (2) years of office and/or customer service experience.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

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.