Client Service Advocate

Job Description Summary

Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements.

Job Description

The role of the Client Service Advocate (CSA) is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements.

Responsibilities :

• Answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team.
• Identifying issues and determining appropriate course of action for effective resolution.
• Cultivate strong relationships with clients.
• Train and mentors new staff on the team.

Qualifications :

• HS Diploma
• Minimum 1+ years of client service experience in the financial services industry