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Job description
Axos is seeking a Client Service Advocate (CSA) to be the primary contact for selected clients, answering inquiries, processing transactions, and serving as a subject matter expert on products.
Answer client inquiries, process account transactions, train clients and internal team members, and assist with trading problems.
Must have strong relationships with clients, identify issues, and determine course of action for effective resolution. Cultivate strong relationships with clients and train new staff.
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Finance • Real Estate
Axos Financial, Inc. (NYSE: AX) is the holding company of Axos Bank, a nationwide, low‑cost bank that delivers consumer and business banking solutions through direct channels and affinity partners. Leveraging over $19 billion in assets, Axos Bank finances single‑family and multifamily residential properties, supports small‑to‑medium enterprises in targeted sectors, and manages specialty finance receivables. The firm’s wholly‑owned subsidiaries, Axos Clearing LLC and Axos Invest, Inc., extend its capabilities into securities clearing for broker‑dealers and registered investment advisors, and provide digital investment advisory services to retail investors. Together, these platforms offer a comprehensive, technology‑driven financial services ecosystem that emphasizes cost efficiency, broad distribution, and integrated banking and investment solutions.