• Capital Access Associate |

    Raymond James Financial, Inc. (Southfield, MI)


    _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 oral and written 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.