Client Service Advocate

2 months ago

Aurora, United States axosbank.com Full time

Axos Clearing LLC

Target Range:
$60,000.00/Yr. - $70,000.00/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
The role of the Client Service Advocate (CSA) 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.

Responsibilities

  • Cultivate strong relationships with our clients
  • Anticipate and respond to client needs and resolve client issues
  • Ability to interact and communicate in a professional and friendly manner with business partners across the organization and the financial industry
  • Assist in client training on processes and systems
  • Train and mentor new employees on the team
  • Review documentation and process requests
  • Prepare client communications and reports
  • Analyze information to ensure high level of quality
  • Interface with a variety of systems and departments to resolve tasks
  • Identify process improvement opportunities
  • Maintain a high degree of regulatory compliance and escalate any potential risk
  • Participate in special projects
Requirements
  • High school diploma or equivalent is required; bachelor's degree is preferred
  • Minimum of 3 years client service experience
  • Prior financial industry experience preferred
  • Knowledge of Securities Industry Rules and Regulations a plus
  • Proven passion for providing a positive client experience
  • Strong verbal and written communication skills
  • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
  • Strong analytical and decision-making skills
  • Comfortable in changing environments with the ability to adapt easily
  • Detail oriented with exceptional quality and productivity
  • Effective time management skills with the ability to multitask
  • Team player with ability to maintain a positive work environment
  • Mentality of engagement with "growth and evolution" mindset
Preferred experience:
  • Active FINRA Series 7 & 63 preferred
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

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. 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.

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:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment 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. 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.

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