Client Services Specialist

Posted 3 Days Ago
Be an Early Applicant
Charlotte, NC
Junior
Information Technology • Payments • Software
The Role
The Client Services Specialist supports clients' inquiries, resolves issues, and manages client relationships through various communication methods while leading problem-solving initiatives and quality reporting.
Summary Generated by Built In

The Client Services Specialist serves as first point of contact for clients when they have questions or issues to report, working directly with Deluxe Deluxe Treasury Management Service (TMS) clients through a variety of interface mechanisms, including our Service Cloud ticketing system, phone calls or emails.   

Role Responsibilities:


• Executes day to day of service solutions and/or proactive service solutions to clients.   Ensures process to review outstanding support issues and escalates issues to the appropriate technical or operations team(s) for sites/client supported by his/her team.  Ensures cross-corporate support from all levels as needed.
• Leads complex problem solving, identifying and implementing solutions for service trends, soliciting and understanding Client needs, and managing the holistic operational Client relationship.
• Performs Quality reporting and issue analysis including participation in development of operational remediation action plans.

Basic Qualifications (BQs)
Education and Experience:  HS/GED plus 2 years equivalent customer service experience.

Preferred Qualifications (PQs)
Education: Associates Degree
Experience: customer service/operations/Banking/remittance experience. 

Strong knowledge of project management methodologies and tools.  

Strong written and verbal communication skills.

Additional Basic Qualifications:

Must be 18 years of age or older

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

  • Healthcare (Medical, Dental, Vision)

  • Paid Time Off, Volunteer Time Off, and Holidays

  • Employer-Matched Retirement Plan

  • Employee Stock Purchase Plan

  • Short-Term and Long-Term Disability

  • Infertility Treatment, Adoption and Surrogacy Assistance

  • Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
 

Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected].

Top Skills

Project Management Methodologies And Tools
Service Cloud Ticketing System
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The Company
HQ: Shoreview, MN
5,001 Employees
On-site Workplace
Year Founded: 1915

What We Do

We help enterprises, small businesses and financial institutions deepen customer relationships through trusted, technology-enabled solutions.

Here at Deluxe, we help you unlock your potential so that your business successfully grows and thrives which positively impacts our communities all around.

Our innovative payments, data and marketing solutions help you Accelerate Growth, Enable Payments and Empower your SMB Relationships.

Accelerate Growth – With us, we propel your business forward with data-driven customer acquisition and multi-platform marketing toolkits; accelerate customer acquisition through our targeted data driven marketing campaigns and build brands through our customized, brand compliant web storefronts, promotional products, print services, and retail packaging services.

Enable Payments – Our technology solutions enable you to send and process payments more easily. With us, you can optimize your order to cash processes with Lockbox, integrated receivables and bill pay, as well as improve your payer and payee experience with our secure and convenient check products and flexible digital payments.

Empower Small Business Relationships – We help empower your small business with tools to start, run, grow and operate the business. We help increase revenue with promotional products, data driven and print marketing and retail packaging as well as support in managing income with our checks and forms, digital payments, and remote deposit capture. We also assist in protecting and branding businesses with logo design, trademark filings and websites and hosting services along with assisting in managing HR and Operations using our incorporation services, and payroll and human capital management.

Unlock your potential: www.deluxe.com

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