Client Services Associate
Axos Bank•San Diego, CA
•Onsite
About The Position
Assists clients with inquiries and concerns via phone, email, or chat. Provides accurate information about products and services. Resolves complaints and ensures client satisfaction. Maintains records of client interactions. Collaborates with team members to improve client experience.
Requirements
- HS Diploma
- 0-3 years of client service experience
Responsibilities
- Answering inbound customer service calls.
- Providing entry-level troubleshooting and redirecting phone calls when appropriate.
- Identifying issues and determining appropriate course of action for effective resolution.
- Cultivate strong relationships with clients.
- Addressing minor coverage issues and resolving minor complaints.
- Ensuring all customer communication is clearly documented.
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave
- 3 weeks’ Vacation
- Holidays (about 11 a year)
- HSA or FSA account
- 401(k) Retirement Saving Plan with Employer Match Program
- 529 Savings Plan
- Employee Mortgage Loan Program
- free access to an Axos Bank Account with Self-Directed Trading
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
