Client Operations Specialist, Zenith

Zenith Information Systems, Inc.; Los Angeles (CA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Paid time off and holidays

401(k) with employer match

HSA or FSA benefits

Job summary

Zenith Information Systems, Inc. seeks an Operations Specialist to deliver payroll and operations support to account managers, using Salesforce for case management. You will triage, resolve, and close requests while ensuring timely updates to Business Management partners.

Role requires strong customer service mindset, basic accounting knowledge, and ability to manage high-volume workloads in a fast-paced environment. Training and collaboration with Tier 2 will be provided.

Qualifications

• High school diploma or equivalent; bachelor’s degree in Accounting, Finance, Business, or related field preferred
• 1+ years of experience in customer service, accounting operations, bookkeeping, or payroll
• Working knowledge of accounting principles, reconciliations, bill pay, and financial reporting
• Proficiency with Microsoft Excel; Salesforce or case management experience preferred
• Strong communication, problem-solving, and organizational skills
• Ability to manage high-volume requests, prioritize effectively, and meet deadlines and SLAs

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

Skills

Customer service

Payroll

Accounting

Excel

Salesforce

Education

High school diploma or equivalent

Bachelor’s degree in Accounting/Finance/Business

Tools

Salesforce

Job description

Zenith Information Systems, Inc. Target Range: $20.00/Hr. - $25.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

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

Qualifications

• High school diploma or equivalent; bachelor’s degree in Accounting, Finance, Business, or related field preferred
• 1+ years of experience in customer service, accounting operations, bookkeeping, or payroll
• Working knowledge of accounting principles, reconciliations, bill pay, and financial reporting
• Proficiency with Microsoft Excel; Salesforce or case management experience preferred
• Strong communication, problem-solving, and organizational skills
• Ability to manage high-volume requests, prioritize effectively, and meet deadlines and SLAs

Axos Employee Benefits May Include

• 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos

Pre-Employment Background Check and 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 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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)

We're a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank - when the idea of banking online was almost unthinkable. Since then, we've evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.