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Client Service Specialist

Company: Axos Bank
Location: Las Vegas
Posted on: June 12, 2021

Job Description:


Born digital, Axos Bank has reinvented the banking model and grown to over $14 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

The Opportunity

Do you love the idea of providing a WOW customer experience and problem solving? As a Client Service Specialist, you are the advocate for our customer and ensure a successful resolution for every inquiry received.

The Role

  • Answer high volume of calls, emails, and live chats
  • Investigate and clarify customer requests, research and explore alternative solutions to ensure a successful resolution, appropriately close and disposition interactions
  • Maintain or exceed established standards for customer service and resolve issues
  • Escalate complex issues as necessary
  • Gain deep knowledge and expertise within the investment industry, understand and apply appropriate procedures and regulations while maintaining complete confidentiality
  • Build strong relationships with current and prospective customers, in person and over the phone
  • Upsell and cross-sell when appropriate
  • Suggest and pioneer new processes and resources to make support workflows more efficient
  • Abide by industry compliance regulations
  • Regular and punctual attendance required

Are You A Fit?

  • 6+ months' customer service in call center or strong customer service skills
  • Financial services
  • Salesforce or similar CRM


  • Bachelor's degree
  • Investment industry experience

Apply directly for consideration as we are not using any outside agencies for any of our openings

Pre-Employment 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 Bank 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.


Keywords: Axos Bank, Las Vegas , Client Service Specialist, Other , Las Vegas, Nevada

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