Raymond James is seeking a Capital Access Associate in Southfield, MI, to provide excellent client support for their cash management product. The ideal candidate will have customer service experience, strong communication skills, and a problem-solving mindset, working in a hybrid environment that combines both remote and in-office work
Job Summary
Handle incoming calls and inquiries related to Capital Access features, researching and resolving moderately complex issues.
Work with branch teams, Financial Advisors, and internal partners to address escalations and communicate updates professionally.
Enter and verify account information, maintain organized records, and follow required procedures ensuring accuracy and adherence to regulatory standards.
Matching Summary
Match Score: 85
Raymond James is seeking a Capital Access Associate in Southfield, MI, to provide excellent client support for their cash management product. The ideal candidate will have customer service experience, strong communication skills, and a problem-solving mindset, working in a hybrid environment that combines both remote and in-office work.
Skills & Requirements
Must-have
Client support for cash management features
Research and resolve moderately complex issues
Advisor and internal partner support
Data and systems accuracy
Adherence to regulatory standards
Nice-to-have
Team-oriented and coachable attitude
Desire to contribute to process enhancements
Key Requirements
1-2+ years customer service or operations experience