Account Specialist

Pro Resources; Detroit Lakes (MN); On-site; USD 25,000 - 36,000; Full time

Job summary

PRO Resources in Detroit Lakes, MN seeks an Account Specialist to serve as the primary contact for assigned clients within a PEO environment. You will coordinate payroll-related communication, generate reports, assist onboarding, and support internal teams to ensure timely, accurate service.

Ideal candidates have 2+ years in payroll or client service, familiarity with PRO Software/UKG/ADP, and strong communication and organization skills.

Qualifications

• Bachelor’s degree preferred in business, HR, or finance.
• 2+ years of payroll, client service, or account support experience.
• Experience in PEO, payroll service bureau, or HR outsourcing environments preferred.
• Knowledge of payroll processes, benefits, garnishments, and reporting.
• Experience with payroll/human resources systems (PRO Software, UKG, ADP).

Responsibilities

• Serve as first-line contact for assigned clients and educate on platform self-service.
• Respond to client questions and track requests through resolution.
• Support Client Account Managers with follow-up, reporting, and system questions.
• Maintain accurate notes and client preferences in CRM.
• Escalate complex issues to the appropriate expert while staying within scope.

Skills

Communication

Organization

Confidentiality

Multi-client management

Time management

Education

Associate or Bachelor’s degree in business, accounting, finance, HR, or related field

Tools

PRO Software

UKG

ADP

Job description

Account Specialist

The Account Specialist serves as the primary day-to-day service contact for assigned clients in a PEO environment. This role supports client relationships through responsive communication, payroll coordination, reporting, onboarding assistance, system support, and consistent follow-through across internal service teams.

This position builds on payroll knowledge but is not primarily a payroll processing role. The Account Specialist partners with Payroll Operations, Client Account Managers (CAMs), HR, benefits, compliance, billing, onboarding, and sales to ensure clients receive timely, accurate, and professional service.

Essential Duties and Responsibilities

Client Service & Account Support

• Serve as first-line contact for assigned clients, especially smaller accounts and routine service needs. Educate clints on platform self-service.
• Respond to client questions, coordinate next steps, and track requests through to resolution — not just acknowledgment.
• Support CAMs by handling routine follow-up, reporting requests, system questions, and service coordination.
• Maintain accurate notes, client preferences, open issues, and service documentation.
• Escalate complex HR, legal, compliance, benefits, payroll tax, billing, or relationship issues to the appropriate expert. Know the boundary and stay on the right side of it.
• Track all communications and activities in CRM.

Payroll Coordination & Client Readiness

• Coordinate payroll-related communication between clients, Payroll Operations, and internal teams.
• Monitor client payroll schedules; follow up on missing information, deadlines, review items, and process questions.
• Send pre-calculation emails for client review on assigned accounts.
• Assist clients with routine questions on employee changes, deductions, benefit adjustments, garnishments, reporting, and system navigation.
• Support year-end client communication related to W-2, 1099, and other payroll deliverables as assigned.

Reporting, Systems & Training

• Learn and run the most commonly requested client reports: wage reports, 941 detail, SUTA reports, payroll summaries, and standard employee-related reports.
• Prepare routine reports for clients and educate them on self-service of those reports.
• Assist with time clock setup, PRO Software support, scheduler support, and basic system troubleshooting.
• Lead payroll submission, timekeeping, reporting, and supervisor training on new client kickoff calls.
• Support clients through their first payroll cycle — deadlines, systems, responsibilities, and communication channels.

PFML, Sales Support & Process Improvement

• Develop working knowledge of PFML workflows; serve as a first-line routing and documentation resource — not an interpreter.
• Support sales and onboarding by preparing reports, data, system examples, and handoff documentation.
• Identify recurring client questions, workflow gaps, and opportunities to improve service delivery.
• Assist in creating or updating client-facing instructions, checklists, internal procedures, and training materials.
• Perform other related duties as assigned.

Required Position Qualifications

• High school diploma required; Associate or Bachelor's degree in business, accounting, finance, HR, communications, or related field preferred.
• 2+ years of experience in payroll, client service, account support, HR, benefits, or a related professional environment.
• PEO, payroll service bureau, HR outsourcing, or similar client-service environment experience strongly preferred.
• Working familiarity with payroll processes, employee changes, deductions, benefits, garnishments, timekeeping, and client reporting.
• Experience with payroll, HRIS, timekeeping, or workforce management systems preferred (PRO Software, UKG, ADP, or similar).
• Strong communication, organization, follow-through, judgment, and confidentiality skills.
• Ability to manage multiple clients, deadlines, and competing priorities without dropping the ball.

Salary: $22+/hour, DOE

A Total HR Solution for Your Organization - PRO Resources is a Professional Employment Organization (PEO) established in 1991 and headquartered in Detroit Lakes, MN with offices in: Fargo, Grand Forks, Duluth, Minneapolis, and St. Cloud. We have over 400 Clients and service thousands of employees in 41 states across the US.