New Accounts Service Associate – Paid Training Starts June 2026 | Southfield, MI

Job Description Summary

Launch Your Financial Services Career!

As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account-related issues, and delivering timely, accurate information. This role requires strong communication skills (both written & verbal), attention to detail, and a commitment to delivering exceptional service in a fast-paced financial services environment.

Job Description

Training Class Start Date: June 1, 2026

Hybrid Work Environment: 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 in our Southfield, MI Corporate Office (located in the Southfield Town Center).

Training Schedule/Shift Hours:

• Training period will be a minimum of 8 weeks of foundational training, plus potential for an additional 4-6 weeks of specialty training depending on business needs.
• Shift/Hours during training period: Monday-Friday, 8:00am-5:00pm -- Training will be conducted in-person Monday-Thursday (4 days) during the training period, with Friday's training from home.
• Shift/Hours after training period: Monday-Friday, 8:30am-5:00pm -- After training, the in-person requirements will be 3 days per week, and 2 days working from home.
• *Overtime hours offered upon manager's approval.

Responsibilities:

• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.

• Accurately and efficiently diagnoses questions and issues and crafts client focused solutions.

• Provides education to branch personnel related to account opening and maintenance. 

• Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements. 

• Establishes new client accounts by utilizing industry registration requirements. 

• Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. 

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills:

• Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses. 

• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel. 

• Organize and prioritize workload to meet deadlines.  

• Express ideas, request actions and formulate plans or policies.

• Supports business processes by applying an effective use of standard office equipment and standard software packages.

• Develop appropriate plans or perform necessary actions based on recommendations and requirements.

• Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. 

• Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.

• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.

• Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

• Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. 

• Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

• Meet high customer service standards.

• Understand and effectively operate all customer management systems.

• Perform data analysis for use in reports to help guide decision making.

• Select, deploy and get the best results fro