Client Service Advocate

Axos Bank; Omaha (NE); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Vacation

Sick Leave

HSA/FSA

401(k) with Match

Mortgage Loan Program

Trading Account Access

Job summary

Axos Clearing LLC seeks a Client Service Advocate (CSA) to be the primary contact for selected clients, answering inquiries, processing transactions, and serving as a subject matter expert on team products. The CSA trains clients and internal staff on policies, and assists with trading problems while monitoring workflow to meet service levels.

The role requires a HS Diploma and at least 3 years of client service experience in financial services.

Qualifications

• HS Diploma
• Minimum 3+ years of client service experience in the financial services industry.

Responsibilities

• Answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team.
• Identifying issues and determining appropriate course of action for effective resolution.
• Cultivate strong relationships with clients.
• Train and mentors new staff on the team.

Education

HS Diploma

Job description

Axos Clearing LLC
Target Range:
$35,000.00/Yr. - $48,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements.

Responsibilities

• Answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team.
• Identifying issues and determining appropriate course of action for effective resolution.
• Cultivate strong relationships with clients.
• Train and mentors new staff on the team.

Education & Experience

• HS Diploma
• Minimum 3+ years of client service experience in the financial services industry

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.