Client Services Specialist

Job Responsibilities

• The main point of contact for agencies, maintaining client service email inbox and coordinating with other colleagues to provide answers and solutions for both internal customers and the agencies
• Process and organize request requests working effectively with other departments and the third-party agencies
• Scheduling and organizing third party conference meetings and proactively preparing meeting materials in advance
• Ensures all service requests are processed efficiently
• Maintain mid-month and monthly wires/invoices to ensure from Third Party Vendors for payment
• Monitor activity with Agency to ensure compliance with company guidelines
• Serving as a liaison between departments and the third-party agencies
• Maintain schedule for audits and ensure audits are completed
• Perform day-to day activities that ensure effective account management of assigned accounts.
• Support the month-end close process to accurately record and report timely all financial transactions
• Perform other duties as assigned

Job Requirements

• A High School diploma is required
• 0 – 2 years of bookkeeping or banking experience preferred
• Experience with Microsoft Office products including Excel, Word, and Access. Ability to work with large volumes of data.
• Strong understanding of reconciliation concepts with a commitment to accuracy and completeness of financial data.
• Ability to plan, prioritize, and organize a diversified workload to complete assignments
• Research and resolution management
• Consistently demonstrates good judgment, strong character and personality, ethics, and high standards of performance
• Excellent communication skills, both verbal and written
• Good interpersonal skills working with internal and external customers
• The ability to work with demanding deadlines
• Exceptional attention to detail and ability to multi-task
• Professional appearance and demeanor
• Able to work flexible hours
• English/Spanish speaking is a plus

Physical Requirements

• Must be able to sit and/or stand for long periods of time
• Ability to lift 15 lbs.

Benefits

• Benefits for eligible team members include medical/dental/vision, 401(k), vacation, opportunities for advancement, and ongoing training.

Company Information

• PLS is a leading retail provider of financial services headquartered in Chicago.
• Core Values: Communication, Customer Focus, Integrity and Trust, Teamwork, Results
• Equal Employment Opportunity Employer
• Reasonable accommodations for applicants with disabilities