This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the Southfield, MI Home Office location.

**_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._**

**What You’ll Be Doing**

+ 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.