Capital Access Associate | Memphis, TN

Job description

Job Description Summary The Capital Access Associate delivers exceptional service and prompt, accurate responses to client account inquiries, working under general supervision. In this role, you’ll act as a key liaison between branch support teams and Financial Advisors, fostering strong collaboration across departments. You'll handle high volumes of client communication—primarily via phone—connecting with branches, home offices, and clients to investigate and resolve complex issues with diligence and care. You will support internal associates and Financial Advisors by managing escalated cases and providing thoughtful, well-researched solutions to moderately complex challenges. This position involves extensive engagement with internal clients and plays a vital role in ensuring client satisfaction and operational excellence. 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 Memphis, TN Corporate Office. Hours: This position requires 1-2 shifts per week from 10am-7pm or 9am-6pm CST and 8am-5pm CST on the other days. Responsibiliti...