Axos Bank

Axos Bank

Client Service Advocate

Omaha, NE · Mid · Contract

Sponsorship not specifiedDetected 16 days ago
Account ManagementCommunicationProblem Solving

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odds of building a lasting career here

37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

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Employer immigration record

from this employer's Department of Labor filings

Files H-1B transfers

1 transfer filing in the last year, covering 1 worker. Median labor-condition decision: 180 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • Axos Clearing LLC Target Range: $48,000.00/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.
  • This role requires solid knowledge of Wealth Management operations and a proactive, solutions-oriented approach to client needs.

Responsibilities

  • Partner with Operations, Technology, Compliance, and other internal teams to help resolve client issues efficiently.
  • Build and maintain positive relationships with client firms, understanding their business needs and providing responsive service.
  • Work with the Sales Relationship Management team to identify opportunities for new account growth and support firms' ongoing development.
  • Monitor client accounts, identify challenges, and help implement timely solutions to improve the client experience.
  • Share feedback and ideas to enhance internal processes and support continuous improvement within the organization.
  • The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance.

Requirements

  • Familiarity with Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS, Money Movement, and Tax Reporting.
  • HS Diploma
  • Typically 4-6 years of relevant experience in financial services, with exposure to Wealth Management and operations support for RIAs and Broker Dealers.
  • Ability to collaborate with internal teams and external stakeholders.
  • Strong communication, organizational, and problem-solving skills.
  • Commitment to client advocacy and delivering excellent service.
  • 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

Nice to have

  • Working knowledge of Axos Securities' technology platforms and service offerings preferred.
  • Bachelors Degree preferred.

Compensation

  • $48,000.00/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:
  • Eligible for an Annual Discretionary Restricted Stock Units Bonus Target:

Company info

  • 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.

Equal 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.

Visa & Work Authorization

  • 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, g
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This listing is sourced directly from Axos Bank's careers page and normalized into a canonical job model.