Job description
Job Summary and Opportunity:
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted annual base salary of USD $60,000/Yr. - USD $ 75,000/Yr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is up to 10%.
Axos benefits and perks include:
Pre-Employment 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 Bank 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.
#LI-Onsite
The role of the Senior Client Service Advocate (Sr. CSA) is a critical customer-facing position and is the primary contact for selected clients. The Sr. CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The Sr. CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The Sr. CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements. The Sr. CSA demonstrates mastery of proprietary features including trading and new platform releases. The Sr. CSA also demonstrates effective leadership and collaboration with team members and other departments, assisting colleagues with complex problem resolution including compliance issues. The Sr. CSA coordinates response to trading system failures from a client perspective ensuring that trades are facilitated to the market within training hours.
Responsibilities:
- Cultivate strong relationships with selected clients
- Resolves client problems
- Performs follow-up on outstanding client issues
- Anticipates and responds to client’s needs
- Provides client training and orientation on processes and systems
- Serves as the department subject matter expert
- Prepares client communications/reports
- Processes client requests received in daily mail delivery
- Participates in special projects
- Support other clients within segment and team as backup
- High school diploma
- 5+ years' of client service experience in financial services
- Series 7 and 63 licenses
Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a
subsidiary of Axos Financial
publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
A targeted annual base salary of USD $60,000/Yr. - USD $ 75,000/Yr., based on the experience, skills, and education/certification required for this position. Eligibility for a discretionary semi-annual incentive compensation plan, based upon performance, payable in cash and/or share grants (RSU’s) that may vest over time. The annual discretionary target bonus percentage is up to 10%.
Axos benefits and perks include:
- 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
- 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 Self-Directed Trading
Pre-Employment 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 Bank 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.
#LI-Onsite
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