Financial Services Associate

As a Financial Services Associate, you will join a fast-paced operations team supporting brokerage and financial services clients. This role is ideal for candidates with experience in banking, treasury, cash management, account services, transaction processing, or financial operations who enjoy detail-oriented work and problem-solving.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

You will be responsible for processing transactions, reviewing documentation, maintaining account records, and ensuring client requests are completed accurately and efficiently. The Analyst partners with multiple internal teams to support critical operational functions while helping deliver an exceptional client experience.

This position offers significant career growth opportunities within Axos Clearing, including advancement to Senior Analyst and Team Lead roles, as well as exposure to multiple operational departments such as Account Services, Cash Management, Settlements, Trading, Transfers, Corporate Actions, Mutual Funds, and Alternative Investments.

Schedule: Monday-Friday, 7:00 AM-3:30 PM

Location: Centennial, CO (Fully Onsite no relocation assistance for now)

Target Range:

$20.00/Hr. - $25.00/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: 5%
• Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%

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

Responsibilities

• Review documentation and process account and transaction requests.
• Analyze information and perform quality control reviews to ensure accuracy and compliance.
• Process account maintenance requests, transfers, deposits, withdrawals, and other operational transactions.
• Research and resolve discrepancies, exceptions, and processing issues.
• Interface with a variety of systems and departments to resolve tasks and meet service-level expectations.
• Assist with client and internal operational support inquiries.
• Maintain accurate records and update account information within internal systems.
• Take initiative to identify and implement opportunities for process improvement.
• Perform other duties as assigned.

Qualifications

Required

• High School Diploma or equivalent.
• 0-2 years of experience in financial services, banking, treasury, cash management, securities operations, account servicing, accounts receivable, or an office environment.
• Strong attention to detail and ability to process work accurately.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong analytical, organizational, and problem-solving skills.

Preferred

• Experience in brokerage, financial services, banking operations, treasury operations, or cash management.
• Experience reviewing documentation, processing transactions, or performing quality control reviews.
• Experience using multiple systems to research and complete operational tasks.
• Bachelor's degree in business, Finance, Economics, or related field is a plus.

Why Join Axos Clearing?

• Entry point into the financial services and securities industry.
• Clear career progression opportunities to Senior Analyst and leadership roles.
• Exposure to multiple operational functions and investment products.
• Collaborative team environment with opportunities to work across departments. xhyhwjd
• Competitive compensation plus annual cash and stock bonus opportunities.