Wealth Client Service Advocate Solutions
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-06
Listing for:
Axos Clearing LLC
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Axos Clearing LLC in Omaha is seeking a Client Service Advocate to support Registered Investment Advisors and Broker Dealer clients. This role requires 4-6 years of financial services experience and a strong understanding of Wealth Management operations.
The ideal candidate will act as a primary contact for firms, assist with inquiries, and collaborate with internal teams to resolve client issues. Competitive benefits are included, such as medical insurance, vacation, and a 401(k) plan.
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