Capital Access Associate | Southfield, MI

Raymond James • Southfield, MI

113d

About The Position

The Capital Access Associate delivers exceptional service and prompt, accurate responses to client account inquiries, working under general supervision. In this role, you’ll act as a key liaison between branch support teams and Financial Advisors, fostering strong collaboration across departments. You'll handle high volumes of client communication—primarily via phone—connecting with branches, home offices, and clients to investigate and resolve complex issues with diligence and care. You will support internal associates and Financial Advisors by managing escalated cases and providing thoughtful, well-researched solutions to moderately complex challenges. This position involves extensive engagement with internal clients and plays a vital role in ensuring client satisfaction and operational excellence. 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.

Requirements

• High School (HS) education required.
• General experience of 4 to 6 months.

Responsibilities

• Assist with various requests for information, referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Benefits

• Flexible work schedule with hybrid options.
• Development opportunities and enriching networking groups.
• Commitment to diversity and inclusion.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 1-10 employees