Client Operations Specialist

Zenith Information Systems, Inc.

$16.75/hr.

- $19.47/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: 2.5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 2.5%

These discretionary target bonuses may be awarded semi‑annually based upon your achievement of performance goals and targets.

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.

• 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.
• Troubleshoot 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.

• 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.

• 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.

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.

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.