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(R) 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.
*** 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.
** Education
* * High School (HS) (Required)
** Work Experience
** General Experience - 13 months to 3 years
** Certifications
* *** Travel
* * Less than 25%
** Workstyle
* * Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:  
• 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.#LI-CA1

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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