Client Training Associate [United States]

 

Job Summary and Opportunity:

The Client Training Associate will provide support and customer service, as well as assist with client onboarding and training on all aspects of Zenith accounting software. Apply knowledge of Zenith software and best accounting practices to ensure smooth and consistent client onboarding onto Zenith systems. This role will also ensure that the client optimally uses the Zenith platform.

Responsibilities:

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• Coordinate the onboarding of new clients which includes assigning resources, scheduling training, and managing the new client onboarding project plan, under the direction of Client Training Manager
• Assist with client training program including the schedule & training materials
• Provides ongoing client education regarding new/available features and benefits to ensure customer understanding and proper use of services.
• Ensure that the implementation and delivery of products and services is completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements.
• Assist with other operational tasks as assigned, including the development of reports and procedures

Requirements:

• High school diploma
• General knowledge of accounting and payroll
• 1+ year of relevant experience in a client-facing role
• 1+ year managing projects and meeting deadlines

Axos Employee Benefits Include:

• Compensation for this position includes a Semi-Annual Bonus Plan
• 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
• 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 Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION:

Born digital, Axos Bank has reinvented the banking model and grown to over $18.7 billion in assets since our founding in 2000. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 digital banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

Pre-Employment 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 Bank 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.

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