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Client Services Specialist

Deluxe
Posted a month ago, valid for 23 days
Location

Charlotte, NC 28243, US

Salary

$55,000 - $66,000 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 Specialist is the first point of contact for clients of Deluxe Treasury Management Service, addressing their questions and issues via various communication methods.
  • This role requires a high school diploma or GED along with 2 years of equivalent customer service experience.
  • Key responsibilities include executing service solutions, leading complex problem-solving, and performing quality reporting and issue analysis.
  • Preferred qualifications include an Associate's Degree and experience in customer service, operations, banking, or remittance, along with strong communication skills.
  • The position offers a comprehensive benefits package, but the salary details are not specified.

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 deluxecareers@deluxe.com.

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