Capital Access Associate | Southfield, MI

Job Description Summary

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.

• 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

• 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

• 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

Less than 25%

Hybrid

This position requires 1-2 shifts per week from 11am-8pm or 10am-7pm EST and 8am-5pm EST on the other days

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.