As a key member of the client service team, the CSA works collaboratively within Axos to ensure smooth account management and contribute to business growth.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.
IER Right to Work Poster (English/Spanish).