Capital Access Operations Coordinator

WillHire; Saint Petersburg (FL); On-site; USD 24,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

WillHire is seeking a service-oriented contractor to support inbound phone coverage and daily operational activities within the Capital Access team. This role prioritizes communication, professionalism, and a customer-focused mindset, with training provided for the right candidate.

The position emphasizes reliability, learning, and teamwork. The successful candidate will engage with financial advisors and partners by phone, handle routine processing, and uphold accuracy across systems.

Qualifications

• Strong verbal communication and a professional phone presence.
• Customer service mindset with a desire to help others.
• Ability to multitask between calls, research, and processing tasks.
• Detail-oriented with willingness to learn operational processes.
• Comfort with Microsoft Office and learning new systems.
• Three years of client services experience or more.
• High school diploma or equivalent required.

Responsibilities

• Handle inbound 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 update account-related information across multiple systems with a high level of accuracy.
• Identify and elevate potential risks, discrepancies, or exceptions as appropriate.
• Deliver a service-first experience in all interactions with advisors and clients.
• Manage sensitive and confidential information with discretion.
• Collaborate with team members and participate in required training, huddles, and team meetings.
• Follow documented best practices and adapt to process updates as needed.

Skills

Verbal communication

Customer service

Attention to detail

Teamwork

Adaptability

Multi-tasking

Learning new systems

Microsoft Office

Education

High school diploma

Tools

Outlook

Word

Excel

Job description

Job Summary

We are seeking a service-oriented contractor to support inbound phone coverage and daily operational activities within the Capital Access team. This role spends a significant portion of the day assisting financial advisors and internal partners by phone while also supporting operational processing and issue resolution. Success in this position is driven more by communication skills, professionalism, and a positive customer service mindset than by prior banking or operations experience. We are willing to train the right candidate who demonstrates strong interpersonal skills, reliability, and a desire to learn.

Essential Duties and 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 update account-related information across multiple systems with a high level of accuracy.
• Identify and elevate potential risks, discrepancies, or exceptions as appropriate.
• Deliver a service-first experience in all interactions with advisors and clients.
• Manage sensitive and confidential information with discretion.
• Collaborate with team members and participate in required training, huddles, and team meetings.
• Follow documented best practices and adapt to process updates as needed.

Knowledge, Skills, and Abilities

• Strong verbal communication skills and a professional, friendly phone presence.
• Comfortable spending a significant portion of the workday answering inbound calls from financial advisors and internal partners.
• Customer service mindset with a genuine desire to help others and resolve issues.
• Ability to remain calm, positive, and professional in a fast-paced environment.
• Strong attention to detail and willingness to learn operational processes and procedures.
• Ability to multitask between phone conversations, research, and processing tasks.
• Basic proficiency with Microsoft Office applications (Outlook, Word, Excel) and the ability to learn new systems.
• Dependable, adaptable, and able to work effectively as part of a team.
• Prior banking, operations, or call center experience is helpful but not required.
• High school diploma or equivalent required and a minimum of 3 years of client services experience.

This is the pay range that Magnit reasonably expects to pay for this position: $17.25/hour - $23.00/hour

Benefits

• Medical
• Dental
• Vision
• 401K