This position will follow a hybrid work model, with the expectation that the selected candidate will be in the office three days a week at the Southfield, MI location. Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Be the first line of support for branch teams—answering questions and resolving client account activity. Investigate and correct disbursement errors with precision and care. Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations. Research and resolve transaction discrepancies from both branch and home office entries. Post wires, checks, and process ACH profiles and periodic transactions as needed. Help train new associates and support escalated calls when needed. Contribute to a culture of continuous improvement and client-first service.
Strong communication skills—both written and verbal. A knack for solving problems and staying organized in a fast-moving environment. A customer-first mindset with a passion for helping others. Familiarity with basic accounting principles and office procedures. Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems.
High School Diploma or equivalent required. Two or more years of experience in customer service, office administration, or financial services preferred.
Collaborative team environment with room to grow. Opportunities to expand your skills and take on new challenges. A role that makes a real impact on client satisfaction and operational excellence.