Financial Services Client Success Advisor

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

Job summary

Axos Clearing LLC in Centennial, CO is seeking a Client Service Advocate to be the primary contact for assigned clients. You will answer inquiries, process account transactions, train clients and teammates on policies and procedures, and help resolve trading issues with precision and professionalism.

This role requires a high school diploma and 3+ years in client service within financial services. Strong communication, analytical skills, and accuracy are essential.

Qualifications

• High school diploma required.
• 3+ years of client service experience within financial services.
• Strong verbal and written communication skills.
• Analytical, problem-solving, and decision-making abilities.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

• Cultivate and maintain strong relationships with clients.
• Anticipate client needs and proactively resolve issues and inquiries.
• Deliver high level of service as a trusted client resource.
• Train clients and internal team members 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.
• Identify and recommend process improvements to enhance efficiency and client experience.

Skills

Client service experience

Verbal and written communication

Analytical thinking

Problem solving

Time management

Team collaboration

Education

Bachelor's degree

Job description

Axos Clearing LLC in Centennial, CO is seeking a Client Service Advocate to be the primary contact for assigned clients. You will answer inquiries, process account transactions, train clients and teammates on policies and procedures, and help resolve trading issues with precision and professionalism.

This role requires a high school diploma and 3+ years in client service within financial services. Strong communication, analytical skills, and accuracy are essential.