Professional Services Administrator

Axos Bank

Professional Services Administrator providing operational support for client services at Axos. Managing client interactions and administrative tasks with a focus on satisfaction and efficiency.

Posted 7/31/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time management skills to effectively manage client service requests and administrative tasks. Proficient in Microsoft Office Suite and experienced in client service, project coordination, and process improvement.

Highest-signal resume keywords

Client Service ManagementProject CoordinationAnalytical Problem-SolvingMicrosoft Office Suite ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project CoordinationAdministrative SupportService EstimationData AnalysisDocumentation Management

Soft Skills

Organizational SkillsTime ManagementVerbal CommunicationWritten CommunicationCustomer Service

Tools & Technologies

Case Management SystemsTicketing SystemsCRM SystemsWorkflow Systems

Industry Keywords

Client ServiceService Level ExpectationsProcess ImprovementOperational EffectivenessProfessional Services

About the role

Key responsibilities & impact

Manage a high volume of client service requests and administrative tasks while meeting established service level expectations
Coordinate and track client projects, case activity, and service deliverables from initiation through completion
Serve as a primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner
Review, process, and maintain client information, documentation, and records with a high degree of accuracy
Assist clients with professional services requirements and support the resolution of complex issues
Analyze case-related information and provide administrative support for client service engagements
Assist in preparing service estimates, pricing information, invoices, and billing-related documentation
Maintain detailed records of client interactions, project status, and completed work
Collaborate with internal teams to ensure seamless service delivery and adherence to established procedures
Generate reports, monitor workloads, and provide updates on service activity and productivity metrics
Identify opportunities for process improvements that mitigate risks, enhance efficiency, service, quality, and operational effectiveness
Participate in training, team meetings, and ongoing professional development activities

Requirements

What you’ll need

Bachelor's degree preferred or equivalent combination of education and experience
2+ years of administrative, client service, operations, project coordination, or professional services experience
Strong organizational and time management skills with the ability to manage multiple priorities
Excellent verbal and written communication skills
Strong analytical and problem-solving abilities
Demonstrated ability to provide outstanding customer service
High attention to detail and commitment to accuracy
Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
Experience working with case management, ticketing, CRM, or workflow systems preferred
Ability to work independently while collaborating effectively with cross-functional teams

Benefits

Comp & perks

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