Client Operations Specialist, Zenith

Location: Onsite in Woodland Hills, CA; other location: Los Angeles, CA; United States

Salary: $20.00–$25.00 per hour, plus eligible annual discretionary cash bonus and restricted stock units bonus targets of 5% each.

Company

hirify.global provides technology-driven financial tools and services for individuals, small businesses, and companies.

What you will do

• Provide payroll and operations support to account managers by phone and through Salesforce case management.
• Manage incoming calls, emails, and cases; triage requests and route issues to Tier 2 support.
• Resolve accounting, bookkeeping, payroll, and reporting requests through completion while meeting SLAs.
• Process bill pay, deposits, payroll, client cash-flow monitoring, bank reconciliations, and month-end closing requests.
• Prepare financial statements, supplementary reports, quarterly and annual payroll reports, and 1099 filings.
• Review general ledgers and trial balances, record occasional general-ledger entries, and coordinate with client accounting teams to resolve issues and meet tax deadlines.

Requirements

• High school diploma or equivalent.
• At least 1 year 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.
• Strong communication, problem-solving, and organizational skills.
• Ability to manage high-volume requests, prioritize effectively, and meet deadlines and SLAs.
• Employment is contingent on successfully passing a credit check, criminal background check, and pre-employment drug screening, including marijuana screening.

Nice to have

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Salesforce or case management experience.

Culture & Benefits

• Medical, dental, vision, and life insurance may be available.
• Paid sick leave, three weeks of vacation, and approximately 11 holidays per year.
• HSA or FSA accounts and other voluntary benefits.
• 401(k) retirement savings plan with employer match and a 529 savings plan.
• Employee mortgage loan program and free access to an hirify.global account with self-directed trading.
• Axos participates in the U.S. E-Verify program at its United States facilities.