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Wealth Ops Client Service Advocate

Job in Centennial, Arapahoe County, Colorado, USA
Listing for: Axos Clearing LLC
Full Time position
Listed on 2026-06-03
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Axos Clearing LLC is looking for a Client Service Advocate to provide exceptional support to Registered Investment Advisor and Broker Dealer clients. The CSA will manage inquiries related to Account Opening, Maintenance, and Trading, ensuring smooth operations.

Ideal candidates should have at least 4 years of experience in financial services, strong organizational skills, and the ability to collaborate effectively. Additional benefits include medical, dental, and vacation time.

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