Client Operations Specialist

Axos Bank

. Provide payroll and operations support to account managers via phone and Salesforce case management system .

Posted 11/5/2026full-timeWoodland Hills • California • United StatesJunior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in payroll processing, financial reporting, and accounting operations while effectively managing customer service interactions and maintaining compliance with financial regulations. Proficient in utilizing Salesforce and Microsoft Excel to support operational efficiency and accurate financial management.

Highest-signal resume keywords

Payroll ProcessingFinancial ReportingAccounting PrinciplesSalesforce ExperienceCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll ProcessingFinancial ReportingAccounting PrinciplesBank ReconciliationBill PayMonth-End ClosingGeneral Ledger ReviewTrial Balance ReviewCash-Flow Monitoring1099 Filings

Soft Skills

Strong CommunicationProblem-SolvingOrganizational SkillsPrioritizationDeadline Management

Tools & Technologies

SalesforceMicrosoft Excel

Industry Keywords

Accounting OperationsBookkeepingCustomer ServiceFinancial StatementsSLA Management

About the role

Key responsibilities & impact

Provide payroll and operations support to account managers via phone and Salesforce case management system
Manage incoming support calls, emails, and cases; triage issues and route them to Tier 2 support
Engage with account managers to resolve issues and requests through completion while meeting SLAs
Complete bill pay, deposit/payroll processing, client cash-flow monitoring, bank reconciliations, and month-end closing requests
Prepare financial statements, supplementary reports, quarterly/annual payroll, and 1099 filings
Interact with bookkeeping for report creation on cash position, bill pay, and client investing
Review monthly/semi-annual general ledgers and trial balances, including occasional general-ledger entries
Troubleshoot payroll and accounting issues with the client accounting team to maintain accurate books and meet tax deadlines
Provide status updates to Business Management partners and collaborate with leadership, Tier 2 support, and operational teams

Requirements

What you’ll need

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
Must successfully pass a credit check, criminal background check, and pre-employment drug screening, including marijuana screening
Must be eligible to work in the United States through employment eligibility verification

Benefits

Comp & perks

Eligible for an Annual Discretionary Cash Bonus Target: 5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave
3 weeks’ Vacation
Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading