Deluxe Corporation

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Client Services Representative

at Deluxe Corporation

Posted: 10/9/2019
Job Reference #: 687598
Categories: Sales, Customer Service
Keywords: support, customer

Job Description

Req ID#


Job Description
This position is primarily responsible for assuring proper compliance requirements are appropriately met for all new clients, and assuring that current clients continue to follow compliant business processes and practices, by following established departmental procedures.


• Supports the onboarding and credentialing of new clients which includes ensuring clients meet all procedural and regulatory requirements.   
• Acts as a liaison to the credit bureaus for internal and external clients during onboarding and ongoing client maintenance; works with clients to bring them into compliance based on established guidelines and regulations, and alerts appropriate parties when a compliance issue requires additional resources to be solved. 
• Determines when a third party, vendor or channel partner, must be credentialed by the credit bureaus, determines appropriate level of credentialing required, and oversees the credentialing process from start to end. 
• Actively monitors accounts for changes that require additional credentialing; carries out the appropriate procedure as needed. 
• Collaborates with internal constituents (e.g., Sales) to deliver a positive client experience while acting as a counterbalance by firmly protecting the company and our clients.
• Reviews and assesses client artifacts; ultimately approves/declines these artifacts in support of clients request to regulated credit data. Makes recommendations to clients to achieve their desired marketing strategy while maintaining strictest compliance.
• Enters initial and revised pricing for all accounts and manages client access to data based on products purchased.
• Determines appropriate client and third party access to credit data in accordance with internal and external policies and regulations to ensure that data is not accessed by unauthorized parties.
• Keeps thorough notes and catalogs all client activity for posterity and future audit purposes.
• Communicates directly with clients to ensure expectations are met, proper paperwork is received and all issues have been resolved.


Position Title
Client Services Representative

Employee Type
Entry Level

Shift Type

Relocation Package

Basic Qualifications
• Bachelors (or equivalent experience)

• Must be detail-oriented.
• Ability to work in a dynamic and fast paced environment with a strong ability to multitask.
• Ability to handle multiple priorities simultaneously, meet deadlines.
• Must be able to work independently and productively with minimum supervision.
• Exceptional organizational skills.

• Prior Customer Service or Sales Support experience preferred.

Preferred Qualifications

Full Time/Part Time
Full Time

Company Name
Deluxe Corporation


Location of Position
Boca Raton, FL

Company Info
Deluxe Corporation (NYSE: DLX) is a Trusted, Tech-Enabled Solutions Company (TM). A Fortune 1,000 company, our 100+ year history has earned us a nearly unparalleled client list, a footprint in seven countries, exciting market opportunities in the U.S., Canada, Europe, Australia and an emerging presence in Latin America.

Deluxe’s current client base includes 180 of the top 200 banks, airlines, hotels, telcos, auto manufacturers and healthcare organizations, along with nearly 4.8 million small business customers.

For our approximately 4,600 financial institution clients, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and checks.

Our small business and enterprise clients access Deluxe's wide range of solutions to run and market their business, including logo design, website design and hosting, email marketing, social media, search engine optimization, payroll services and customized checks and forms.

Headquartered in Shoreview (St. Paul), Minnesota, we employ roughly 6,000 employees, primarily across the United States and Canada, with nearly $2B in revenue generating approximately $500M in EBITDA. After a slew of acquisitions to evolve our product offering, Deluxe has delivered its highest sales growth rate since 1994 and has grown revenue eight consecutive years. Now positioning our future for organic growth, Deluxe is poised to be one of the most compelling transformation journeys in history.

Remote Work Location

Deluxe Corporation is an Equal Opportunity Employer:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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