Client Data & Support Specialist

Deluxe Financial Services LLC; United States; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Healthcare (Medical, Dental, Vision)

Paid Time Off

Volunteer Time Off

Holidays

Employer-Matched Retirement Plan

Employee Stock Purchase Plan

Disability Insurance

Tuition Reimbursement

Job summary

Deluxe Financial Services LLC is seeking a data analyst to analyze, prepare, and update data across legacy and new systems, using client or customer data provided. You will navigate multiple database systems, work with internal and external clients, and ensure accurate data updates and process documentation.

The role emphasizes strong communication, issue resolution, and an SME mindset for advising on actions.

Qualifications

• HS/GED and customer service or client-facing experience.
• Experience with legacy, billing, NEK, CBD systems.
• Data entry experience.
• Experience with a CRM.

Responsibilities

• Analyze, prepare, and update data in legacy and new systems based on client data.
• Navigate multiple database systems to implement data changes.
• Maintain data and process integrity and provide documentation.
• Act as SME to advise clients on the best course of action and communicate progress.

Skills

Data entry

CRM experience

Customer service

Data analysis

Education

HS/GED

Tools

Salesforce

CRM

Job description

Deluxe Financial Services LLC is seeking a data analyst to analyze, prepare, and update data across legacy and new systems, using client or customer data provided. You will navigate multiple database systems, work with internal and external clients, and ensure accurate data updates and process documentation.

The role emphasizes strong communication, issue resolution, and an SME mindset for advising on actions.