Axos Bank · 23 hours ago
Client Service Advocate
Centennial, CO
Full-time
Onsite
Mid Level
$65K/yr - $70K/yr
4+ years expAxos Bank is a digital-first financial institution providing tools and services for managing money. The Client Service Advocate (CSA) supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance, ensuring smooth account management and contributing to business growth.
Banking
Responsibilities
Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting
Partner with Operations, Technology, Compliance, and other internal teams to help resolve client issues efficiently
Build and maintain positive relationships with client firms, understanding their business needs and providing responsive service
Work with the Sales Relationship Management team to identify opportunities for new account growth and support firms’ ongoing development
Monitor client accounts, identify challenges, and help implement timely solutions to improve the client experience
Share feedback and ideas to enhance internal processes and support continuous improvement within the organization
Qualification
Required
HS Diploma
4-6+ years of relevant experience in financial services, with exposure to Wealth Management and operations support for RIAs and Broker Dealers
Familiarity with Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS, Money Movement, and Tax Reporting
Ability to collaborate with internal teams and external stakeholders
Strong communication, organizational, and problem-solving skills
Commitment to client advocacy and delivering excellent service
Preferred
Working knowledge of Axos Securities' technology platforms and service offerings preferred
Bachelor's degree or equivalent experience preferred
Benefits
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
Company
Axos Bank
Axos Bank is an online bank that assists consumers and businesses in managing their finances.
1001-5000 employees
H1B Sponsorship
Axos Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Raymond Matsumoto
Executive Vice President - Chief Operating Officer
Recent News
2026-01-05
2025-12-19
Company data provided by crunchbase