Axos Bank

Client Service Advocate

Omaha, NE · Contract

Sponsorship not specifiedDetected 30 days ago

Account ManagementCommunicationProblem Solving

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.

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.

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

This role requires solid knowledge of Wealth Management operations and a proactive, solutions-oriented approach to client needs.
As a key member of the client service team, the CSA works collaboratively within Axos to ensure smooth account management and contribute to business growth.
Working knowledge of Axos Securities' technology platforms and service offerings preferred.
Bachelors Degree preferred.

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

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.

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

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