Client Operations Specialist

Axos Bank • Woodland Hills, CA

71d • $16 - $19

About The Position

The Zenith Client Operations Specialist is responsible for providing operational and customer service support within the Zenith Information Systems ecosystem. Request types can vary from office administrative duties, bookkeeping, payroll, and reporting queries. The role will partner heavily with Business Management firms by completing intake, triage, and fulfillment of requests to ensure they are completed in a timely manner.

Requirements

• High school diploma.
• Minimum 1 year of customer service or operations experience, preferably in financial services or accounting.
• Strong technical aptitude and willingness to learn.
• Excellent communication and problem-solving skills.
• Ability to thrive in a fast-paced, high-volume environment.

Responsibilities

• Manage all daily office administrative duties, including but not limited to processing and coordination of mail, recording deposits, and office inventory.
• Provide exceptional payroll and operations support to account managers via phone and our Salesforce case management system.
• Manage all incoming support calls, emails, and cases; triage issues as they arrive and route issues to tier 2 support.
• Engage and empathize with account managers to resolve issues and requests through completion while meeting SLAs.
• Complete bill pay, deposit/payroll processing, monitoring client cash flow, bank reconciliations and month end closing requests.
• Report work related to preparing financial statements, supplementary reports, quarterly/annual payroll, and 1099 filings.
• Secondary activities will consist of interacting with bookkeeping for report creation on cash position, bill pay and client investing.
• Review monthly/semi-annual general ledger and trial balances along with occasional record entries into the General Ledger.
• Troubleshoots payroll and accounting issues while working closely with client accounting team to ensure clean and accurate books and ensure that tax deadlines (1099s, estimated payments) are met timely.

Benefits

• 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.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED