Axos Bank

Client Service Specialist

Job Locations US-NV-Las Vegas
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Job ID
2020-3432
Job Type
Regular Full-Time

Description

Headquartered in Omaha, Nebraska, 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!

 

Primary responsibilities include:

  • Receiving calls and identifying customer needs
  • Providing accurate, valid and complete information
  • Handling complaints and providing solution

Key Skill Sets or Knowledge Requirements

  • Strong written and verbal communication skills
  • Attention to detail
  • Must have a sense of urgency and ability to multi-task
  • Strong organization and prioritization skills
  • Documentation and problem solving skills
  • Proficient with Microsoft Office Products

Desired Career Experience & Education Requirements

  • 2+ years experience in a client services role
  • Financial securities industry 
  • Salesforce or similar software 
  • Bachelor’s degree or equivalent work related experience
  • Military experience considerations

Apply directly for consideration as we are not using any outside agencies for any of our openings

 

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 Clearing 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 & Work Environment:

 

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.

 

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.

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