Reporting Coordinator (Capital Access)

Description

Hybrid role in office 3 days per week, 8 AM- 5 PM Monday through Friday, Laptop provided. Opportunity for extension or conversion based on attendance, performance and availability of an FTE role

We are seeking a highly organized, detail-oriented, and service-focused Operations & Client Service Specialist to join our operations team. This role supports critical daily reporting, manages highly sensitive client data, and provides exceptional service to high‑net‑worth individuals and financial advisors.

The ideal candidate is a quick thinker, an excellent communicator, and a collaborative team player who thrives in a fast‑paced, deadline-driven environment.

Key Responsibilities

• Process, review, and manage daily operational reports within strict timeframes.
• Handle confidential and sensitive client information with accuracy and discretion.
• Provide phone-based support to clients and financial advisors (approximately 50% of the workday).
• Deliver a service‑first experience in all interactions, maintaining professionalism and composure.
• Collaborate closely with team members in both virtual and in‑person settings.
• Participate in team meetings, training sessions, and feedback discussions.
• Utilize Microsoft Office Suite—primarily Excel, Outlook, and Word—at an advanced level.
• Pull pre‑exam documents for examiners.
• Monitor the PCG Examiners Inbox and respond to inquiries from branches, internal audit, and other departments.
• Monitor the ESS Inbox to document fees and fines submitted by examiners.
• Archive exam documents in the Service Center Portal.
• Provide backup phone support when examiners are unavailable.

Required Qualifications

• Proven experience in a client service, operations support, or administrative support role.
• High proficiency with Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional and pleasant demeanor with a strong focus on client satisfaction.
• Comfortable working with high‑net‑worth individuals and financial professionals.
• Ability to maintain confidentiality and responsibly manage sensitive information.
• Willingness to engage fully in team meetings and collaborative projects (virtual and in‑person).

Nice-to-Have Skills

• Previous experience in financial services or supporting advisors/examiners.
• Familiarity with operational workflows, audit processes, or service center tools.
• Experience working in a hybrid corporate environment.

Job Type & Location

This is a Contract to Hire position based out of Southfield, MI.

The pay range for this position is $23.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Southfield,MI.

This position is anticipated to close on Mar 12, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.