Client Operations Specialist

Job Summary and Opportunity

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 accounting, 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.

This Tier 1 support team will partner with the Tier 2 team in instances where additional layers of support are required. As cases are being completed by Tier 1 or Tier 2, the Operations Specialist will provide updates to Business Management partners to ensure they are kept up to date on resolution status.

In addition to a strong technical aptitude and desire to learn, we are looking for someone who can thrive in a fast-paced, high-volume environment, with a focus on providing excellent customer service. You will work with leadership and other operational teams to ensure we are providing the best possible support to all Business Management Account Managers.

Responsibilities

• 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
• Take ownership of each customer interaction while treating customers with respect and responding with empathy
• Demonstrate excellent communication while staying engaged with all customers
• Ability to work both independently and in a team environment

Requirements

• Associate degree in Business Administration, Accounting, or some related field of study or equivalent related experience

• 2 years’ experience in bookkeeping and payroll
• 1 years of customer interaction or support experience in a customer service environment

Preferred:

• Bachelor’s degree in Business Administration or Accounting

• Maintain a high level of customer confidentiality both internally and externally
• Punctual attendance, available to cover service levels with outstanding work ethics
• Exceptional verbal, written communication skills, along with excellent keyboard skills and professional etiquette
• Strong problem solving and attention to detail to perform multiple tasks quickly and accurately
• Exceptional listening, questioning and call control techniques to reach effectively and calmly in escalated situations
• Sound and thorough knowledge related to products and services
• Ability to work in a high-volume work center while multi-tasking to meet deadlines

Axos Employee Benefits Include

• Compensation for this position includes a Semi-Annual Bonus Plan
• 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
• 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 Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION

Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 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). Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.

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!

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.

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Salary : $19 - $0