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Client Services Associate

Deluxe
Posted 2 days ago, valid for 15 days
Location

Carrollton, TX 75006, US

Salary

$40,000 - $48,000 per annum

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Contract type

Full Time

Retirement Plan
Paid Time Off
Tuition Reimbursement

By applying, a Deluxe account will be created for you. Deluxe's Privacy Policy will apply.

Sonic Summary

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  • The Client Services Associate is the first point of contact for clients with escalated questions or issues, managing moderately complex customer interactions and account management support.
  • This role requires a high school diploma or GED and at least 3 years of experience in customer service, operations, or banking.
  • Preferred qualifications include an associate's or bachelor's degree and experience with remittance products and services.
  • The position offers various benefits such as healthcare, paid time off, and a retirement plan, designed to support employee wellbeing.
  • Salary details are not provided in the job description.

The Client Services Associate serves as the first point of contact when clients have escalated questions or issues to report. For assigned clients, would handle moderately complex customer interaction, research, and account management supports, working directly with Deluxe Treasury Management Service (TMS) clients through a variety of interface mechanisms, including our service portal ticketing system, phone calls or emails.   

  • Provides service solutions and/or proactive service solutions to clients.   Reviews outstanding support issues and escalates issues to the appropriate technical or operations team(s) for sites/client supported by his/her team.   

  • 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 3 years experience in customer service/operations/banking.

   
 

 

Preferred Qualifications (PQs): 

Education: Associates or Bachelors degree 

Experience: 3 years’ experience with remittance products, services, applications and/or previous remittance/lockbox operations experience.

Strong verbal and written 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 deluxecareers@deluxe.com.

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By applying, a Deluxe account will be created for you. Deluxe's Privacy Policy will apply.