Client Services Specialist

Responsibilities

• Act as the main point of contact for agencies and manage the client service email inbox
• Process and organize service requests in coordination with internal departments and third-party agencies
• Schedule and organize third-party conference meetings and prepare materials
• Maintain monthly wires and invoices for third-party vendor payments
• Monitor agency activity to ensure compliance with company guidelines
• Support the month-end close process to accurately record financial transactions
• Perform day-to-day account management for assigned accounts

Requirements

• High School diploma
• 0–2 years of bookkeeping or banking experience preferred
• Proficiency in Microsoft Office (Excel, Word, Access)
• Strong understanding of reconciliation concepts
• Ability to manage large volumes of data and demanding deadlines
• Excellent verbal and written communication skills
• Spanish language fluency is a plus

Benefits

• Medical, dental, and vision insurance
• 401(k)
• Vacation time
• Opportunities for advancement and ongoing training

About the Company

PLS is a leading retail provider of financial services, operating over 200 financial service centers across 12 states. We provide convenient and transparent financial products to help consumers manage their day-to-day needs.