Client Service Advocate

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
• Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
• Learn more about working at Axos
• Pre-Employment Background Check and Drug Test:
• Equal Employment Opportunity:
• 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.

Benefits

Additional Information

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.

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