eTeam · 5 hours ago
Capital Access Reporting Coordinator
Southfield, MI
Contract
Hybrid
Mid Level
$22/hr - $23/hr
3+ years expeTeam is seeking a highly organized and service-oriented contractor to join their operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors.
Information Technology
Responsibilities
Process and manage daily operational reports with strict deadlines
Handle confidential and sensitive information with discretion and accuracy
Provide phone support for clients and financial advisors (approximately half the workday)
Deliver a service-first experience in all client interactions
Collaborate effectively with team members in both virtual and in-person meetings
Participate actively in team discussions, training, and feedback sessions
Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Pull pre-exam documents for examiners
Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other various departments
Monitor ESS Inbox to document fees & fines submitted by examiners
Archive exam documents in Service Center Portal
Back-up assistance provided for phones when examiners are unavailable to take the calls
Qualification
Required
Proven experience in a client service or operations support role
Strong proficiency in Microsoft Office, especially Excel and Outlook
Excellent verbal and written communication skills
Ability to make quick, informed decisions under pressure
Professional, pleasant demeanor with a focus on client satisfaction
Comfortable working with high-net-worth individuals and financial professionals
Ability to maintain confidentiality and handle sensitive data responsibly
Willingness to fully engage in team meetings, both virtual and in-person
High school diploma or equivalent required and a minimum of 3 years of client services experience
Benefits
Laptop provided
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase