Client Services Associate

Axos Invest, Inc.

Target Range:
25.00/Hr. - 30.00/Hr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job
This role supports Financial Consultants (FCs) and clients by delivering a high level of service while driving outbound engagement and appointment-setting activity. The position blends client service, operational support, and sales-oriented outreach within a fast-paced, call center-style environment.

The ideal candidate is comfortable handling both inbound service requests and outbound calls, building client relationships, and supporting advisors with lead generation and client engagement efforts.

Responsibilities:

• Provide ongoing client support by handling inbound calls related to account servicing, online banking access, and general inquiries
• Partner with Financial Consultants to drive client engagement through outbound calling, prospecting, and appointment setting
• Manage a high volume of daily activity (approx. 20-100+ client interactions), including both inbound requests and outbound outreach
• Assist clients with transactions such as account maintenance, distribution requests, and basic troubleshooting
• Support operational and payment-related inquiries across investment and banking products
• Deliver product education and guidance to clients, ensuring a strong understanding of platform capabilities
• Maintain adherence to defined service level agreements (SLAs), quality standards, and activity metrics
• Document client interactions and maintain accurate records within internal systems

Qualifications:

• High School Diploma required (Bachelor's degree preferred but not required)
• 1+ years of experience in client services, financial services, Retail, business, or commercial banking
• Wealth management / investment firms preferred
• Registered Sales Assistant or advisor support roles preferred
• Insurance, asset management, or client-facing sales environments
• Open to entry-level candidates and recent graduates with relevant internships

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and 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 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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)