More jobs:
Client Success Advocate
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-20
Listing for:
Axos Bank
Full Time
position Listed on 2026-08-20
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Customer Success Management, Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Axos Clearing LLC seeks a Client Service Advocate (CSA) to be the primary contact for selected clients, answering inquiries, processing transactions, and serving as a subject matter expert on team products. The CSA trains clients and internal staff on policies, and assists with trading problems while monitoring workflow to meet service levels.
The role requires a HS Diploma and at least 3 years of client service experience in financial services.
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