Cash Management Associate – Client Experience & Operations

Job description

Job Description Summary 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: This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location. Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future. 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 discrepan...