Axos Bank

Operations Analyst

Job Locations US-NE-Omaha
Job ID
Job Type
Regular Full-Time


Axos Invest is a digital financial advisor serving clients from its headquarters in Las Vegas, Nevada. Axos Invest empowers its clients to start investing earlier, provide the best advice after they do, and keep the Company’s interests fully aligned with their clients as they progress.  Axos Invest is an affiliate 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.


Axos Invest, LLC is growing, and we are adding to our teams!  We are looking for a motivated Client/Customer Service Specialist who will be responsible for assisting customers and financial advisors new account set up and with investment inquiries on a variety of topics.   

The Role

  • Work closely with project and product teams to design scalable organization structure, while driving process improvements and develop data-driven decisions to help design our customer trading and banking platforms
  • Open direct brokerage accounts
  • Ensure all data fields and documentation are filled out correctly, including contacting customers if needed
  • Assist customers with any technical difficulties or dashboard issues they are experiencing
  • Use best in class service while performing operational and client service duties 

Are You A Fit?

  • 2+ years' minimum broker/dealer or RIA Operations experience
  • Knowledge of broker/dealer and custodian platforms and systems
  • Microsoft Office 365 and Salesforce proficiency
  • Strong organizational and interpersonal skills
  • Ability to work independently with an attention to detail
  • Self motivated and ability to demonstrate best in class client service
  • Ability to prioritize and multitask effectively
  • Excellent Communication skills


  • 5+ years' experience
  • Margin and Options experience

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 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.


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