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Bilingual

Hybrid Capital Access Associate – Client Support

Job in Southfield, Oakland County, Michigan, 48076, USA
Listing for: Chartwell Investment Partners
Full Time position
Listed on 2025-12-22
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Southfield, MI is seeking a Capital Access Associate to provide exceptional client support. In this hybrid role, you'll communicate with clients, financial advisors, and branch teams while managing inquiries and escalated cases effectively. The ideal candidate has a high school education and some customer service experience, alongside skills in communication, data entry, and problem-solving. Join a firm that values professional growth and fosters a people-first culture.
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Position Requirements
10+ Years work experience
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