Capital Access Associate | Southfield, MI

Raymond James•Southfield, MI

5d•Hybrid

About The Position

Join the team that supports Raymond James’ Capital Access cash management product, which provides clients with secure and convenient features such as Visa® Debit Cards, Check Writing, ACH Transfers, and Online Bill Pay. As a Capital Access Associate, you’ll play a key role in ensuring clients, branch teams, and Financial Advisors receive accurate, timely, and helpful support. This position is ideal for someone who enjoys problem-solving, building relationships, and delivering excellent service in a fast-paced environment. Job Description 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 shift per week from (11am-8pm or 10am-7pm ET) and the other days will be 8am-5pm ET.

Requirements

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.
High School (HS) (Required)
General Experience - 13 months to 3 years

Responsibilities

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.