Client Experience Specialist

Axos Clearing LLC; United States; Vor Ort; USD 48.000 - 70.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision, Life

Paid time off and holidays

HSA or FSA

401(k) with employer match

Stock/RSU bonus program

Mortgage loan program access

Self-Directed Trading account

Zusammenfassung

Axos Clearing LLC is seeking a Client Service Advocate to serve as the primary client contact, answer inquiries, process transactions, and train clients and staff on policies and products. You will help diagnose issues, improve processes, and ensure timely completion of tasks within service levels.

The role requires strong communication, financial services experience, and a client-first mindset. Eligible for performance bonuses and equity incentives in a collaborative, growth-oriented

Qualifikationen

• High school diploma required.
• 3+ years of client service experience within financial services.
• Strong verbal and written communication skills.
• Ability to interact professionally with internal partners, clients, and industry stakeholders.
• Strong analytical, problem-solving and decision-making abilities.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Highly detail-oriented with focus on quality and accuracy.
• Effective time management and multitasking skills.

Aufgaben

• Cultivate and maintain strong relationships with clients.
• Anticipate client needs and proactively resolve issues.
• Deliver a high level of service as a trusted client resource.
• Assist with client training on processes, products, and systems.
• Train, mentor, and support new team members.
• Review client documentation and process requests accurately.
• Prepare client-facing communications, reports and correspondence.
• Analyze account and operational information for quality and accuracy.
• Collaborate with departments to resolve client requests and tasks.
• Identify opportunities to improve processes and client experience.
• Ensure regulatory compliance and escalate risks appropriately.

Kenntnisse

Client service

Communication skills

Stakeholder interaction

Analytical thinking

Problem solving

Time management

Attention to detail

Team player

Adaptability

Ausbildung

Bachelor's degree

FINRA Series 7 and Series 63

Jobbeschreibung

Axos Clearing LLC is seeking a Client Service Advocate to serve as the primary client contact, answer inquiries, process transactions, and train clients and staff on policies and products. You will help diagnose issues, improve processes, and ensure timely completion of tasks within service levels.

The role requires strong communication, financial services experience, and a client-first mindset. Eligible for performance bonuses and equity incentives in a collaborative, growth-oriented