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Implementation Coordinator

Company: Axos Bank
Location: Omaha
Posted on: June 12, 2021

Job Description:


Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a subsidiary of Axos Financial 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

Contribute to a dynamic, fast paced, growing organization, where your success is appreciated and rewarded, then we want you to join our operations team and help us continue to transform Axos Clearing.

The Role

  • 2+ years' customer service financial services
  • Develop and execute broad-ranged project plan for the on-boarding of new relationship and conversion accounts
  • Perform in-depth gap analysis and product offerings for new correspondent relationships
  • Liaison between new correspondent and business/operations departments
  • Establish and moderate regular status meetings for both internal and external constituents
  • Complete necessary data mapping and execute testing plan
  • Act as a project stakeholder for any projects that impact the Implementations Department
  • Provide correspondents with timely, accurate, and professional responses to inquiries and requests
  • Supply customer services via phone and email to internal and external clients

Are You A Fit?

  • Knowledge of securities industry rules and regulations
  • Project management
  • Financial services and/or operations
  • MS Office
  • Clear communications skills
  • Critical thinker
  • Detail oriented
  • Apply learned knowledge
  • Team oriented philosophy
  • High school graduate
  • College degree or equivalent 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, Omaha , Implementation Coordinator, Other , Omaha, Nebraska

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