"Alerted.org

_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 averaging 12 days per month in our Southfield, MI Corporate Office._

_Hours:_** **_This position requires 1-2 shifts per week from 11am-8pm or 10am-7pm EST and 8am-5pm EST on the other days._

What You’ll Do

+ Client Support & Issue Resolution

+ Handle incoming calls and inquiries related to Capital Access features.

+ Research and resolve moderately complex issues (e.g., card transactions, ACH, check processing).

+ Provide clear explanations and document cases accurately.

+ Advisor & Internal Partner Support

+ Work with branch teams, Financial Advisors, and internal partners to address escalations.

+ Communicate updates and resolutions professionally and promptly.

+ Data & Systems Accuracy

+ Enter and verify account information across internal systems.

+ Maintain organized, audit-ready records and support routine operational tasks.

+ Compliance & Quality

+ Follow required procedures, ensuring accuracy and adherence to regulatory standards.

+ Meet service-level expectations for response time and case quality.

+ Continuous Improvement

+ Participate in training and contribute to process enhancements and team knowledge-sharing.

What Success Looks Like

+ High client and advisor satisfaction.

+ Accurate and timely case resolution.

+ Strong communication and follow-through.

+ Consistent adherence to procedures and quality standards.

+ Positive collaboration with branches and internal teams.

What You’ll Bring

+ 1–2+ years of customer service or operations experience (financial services a plus).

+ Strong communication skills with the ability to simplify complex information.

+ Problem-solving mindset with strong attention to detail.

+ Ability to multitask while staying organized and focused.

+ Comfort working in multiple systems and learning new software.

+ A team-oriented, coachable attitude with a desire to contribute.