Client Service Advocate

Axos Bank • Omaha, NE

17d • $35,000 - $48,000

About The Position

Axos clearing 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.

Requirements

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees