MUST HAVES:
Minimum 3 years client services experience/call center/operations support
Strong communication skills (especially over the phone)
Past phone support
Job Summary:
We are seeking a service-oriented and detail-focused contractor to support daily operational processing and inbound phone coverage within the Capital Access team. This role is focused on forms processing, issue resolution, and direct support for financial advisors and clients. The ideal candidate is comfortable working in a fast-paced, high-volume environment, can balance phone responsibilities with processing work, and consistently demonstrates accuracy, professionalism, and strong customer service.
Essential Duties & Responsibilities:
Handle inbound phone calls from financial advisors and internal partners, providing accurate and efficient support.
Process routine operational requests and transactions in accordance with established guidelines and service level expectations.
Review and u...