**_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.