Client Operations Specialist, Zenith
Core
Provide operational and customer service support for accounting, bookkeeping, payroll, and reporting queries to Business Management firms.
Role type
Tier 1 Client Operations Specialist (Accounting/Payroll Support)
Builds
Timely resolution of financial support requests and updates for Business Management partners
Domain
Financial Services / Accounting Operations
Required skills
Payroll processing, Bill pay, Bank reconciliations, Financial reporting, General ledger review, Salesforce case management, Microsoft Excel
Preferred skills
Accounting degree, Bookkeeping experience, Tier 2 support collaboration
Responsibilities
Manage incoming support calls, emails, and cases; triage and route issues; complete bill pay and payroll processing; prepare financial statements and 1099 filings; review general ledger and trial balances; troubleshoot payroll and accounting issues.
Seniority
Entry-level to Junior, hands-on IC