Client Experience Specialist - Financial Services

Axos Bank; Centennial (CO); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

401(k) match

Job summary

Axos Clearing LLC seeks a Client Service Advocate to be the primary contact for selected clients, answering inquiries and processing account transactions while serving as a subject matter expert on the products serviced by the team.

The CSA trains clients and internal team members, mentors new staff, and ensures service levels across departments. Eligible for annual discretionary cash bonus (5%) and RSU bonus (5%), with semi-annual awards based on performance goals.

Qualifications

• High school diploma required.
• 3+ years of client service experience within financial services.
• Demonstrated passion for delivering an exceptional client experience.
• Strong verbal and written communication skills.
• Ability to interact professionally and effectively with internal business partners, clients, and industry stakeholders.
• Strong analytical, problem-solving, and decision-making abilities.
• Ability to prioritize and manage multiple tasks, deadlines, and processes in a fast-paced environment.
• Highly detail-oriented with a focus on quality and accuracy.
• Effective time management and multitasking skills.
• Adaptable and comfortable working in a changing environment.
• Collaborative team player who contributes to a positive work environment.
• Growth-minded individual with a willingness to learn, evolve, and take on new challenges.

Responsibilities

• Cultivate and maintain strong relationships with clients.
• Anticipate client needs and proactively resolve issues and inquiries.
• Deliver a high level of service while serving 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 and efficiently.
• Prepare client-facing communications, reports, and correspondence.
• Analyze account and operational information to ensure quality and accuracy.
• Partner with multiple departments and systems teams to resolve client requests and operational tasks.
• Identify and recommend process improvement opportunities to enhance efficiency and client experience.
• Maintain a high degree of regulatory compliance and elevate potential risks appropriately.
• Support special projects and department initiatives as needed.
• Communicate professionally and effectively with clients, advisors, custodians, and internal stakeholders across the financial services industry.
• Ensure all client interactions and operational activities are completed with accuracy, timeliness, and attention to detail.

Skills

Client service

Financial services

Communication skills

Problem solving

Education

Bachelor's degree

Job description

Axos Clearing LLC seeks a Client Service Advocate to be the primary contact for selected clients, answering inquiries and processing account transactions while serving as a subject matter expert on the products serviced by the team.

The CSA trains clients and internal team members, mentors new staff, and ensures service levels across departments. Eligible for annual discretionary cash bonus (5%) and RSU bonus (5%), with semi-annual awards based on performance goals.