Client Services Specialist

This job is located at 814 Commerce Drive, Oak Brook, IL 60523

PLS® Overview: 

Why PLS? Because You Deserve Better!®  PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The “P” comes first, because our customers are at the center of everything we do, and we recognize that it’s our exceptional team members who go above and beyond every day. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives. PLS was founded in 1997 by Bob and Dan Wolfberg, who serve as Co-Presidents. 

Position Overview:

This position will be a strong support role for third party services.  This role requires critical thinking, problem solving, and effective communication skills.  The role lends support and works with several other departments.  Organizational and self-motivational skills are necessary to maintain & manage the moving parts of internal processes and the third-party agencies.  This is a great role for someone who can wear many hats (and wear them well!), is a true people person, and is highly organized. The person in this role should have an ownership mindset and demonstrate a passion for satisfaction.

 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
• Follow company policies and procedures

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.

We strive to demonstrate our Core Values in all positions at PLS:

Communication ● Customer Focus ● Integrity and Trust ● Teamwork ● Results

PLS is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team at [email protected] to make arrangements. The decision on granting accommodation will be made on a case-by-case basis.

For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment