Client Relations Specialist

Reposted 21 Hours Ago
Be an Early Applicant
Calabasas, CA
In-Office
20-21
Mid level
Information Technology • Payments • Software
The Role
The Client Relations Specialist will assist customers with inquiries, support filing operations, and collaborate with teams to enhance workflows.
Summary Generated by Built In

We’re looking for a detail-oriented and customer-focused Client Relations Specialist to join our team. In this role, you’ll support business filing operations, assist customers with inquiries, and ensure accurate communication with state and federal agencies.

MyCorporation® by Deluxe helps entrepreneurs start, manage, and grow their businesses by offering services like LLC formation, incorporation, and compliance support. With over 25 years of experience and more than 1 million businesses served, they simplify the process of launching and maintaining a business across all 50 states.

Key Responsibilities:

  • Respond to customer inquiries via phone, identifying needs and providing timely, accurate resolutions.
  • Research and report filing statuses using state agency portals and IRS resources.
  • Conduct outreach to state Secretary of State offices and the IRS to verify and resolve filing issues.
  • Perform data entry tasks to maintain accurate records of business filings and customer interactions.
  • Provide administrative backup support to internal teams, ensuring continuity of operations.
  • Collaborate with cross-functional teams to streamline filing workflows and improve customer experience.

Basic Qualifications:

High School Diploma or GED.

Minimum of 3 years of customer service or administrative support experience.

Basic computer proficiency

Preferred Qualifications:

Associate’s or Bachelor’s degree in Business, Communications, or a related field.

At least 1 year of experience in sales, customer service, or working within cross-functional teams.

Strong verbal communication and problem-solving skills.

Bilingual in Spanish and English (read and write fluently).

Additional Basic Qualifications:

Must be 18 years of age or older

Compensation

The compensation range for this position is $20.00 - $21.00 hourly. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity.

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

Basic Computer Proficiency
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Shoreview, MN
5,001 Employees
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

Similar Jobs

Mastercard Logo Mastercard

Software Engineer

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Remote or Hybrid
San Diego, CA, USA
92K-176K Annually

Mastercard Logo Mastercard

Software Engineer

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Remote or Hybrid
San Francisco, CA, USA
92K-176K Annually

Capital One Logo Capital One

Senior Director, Distinguished Engineer (CORE)

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
4 Locations
281K-384K Annually

Capital One Logo Capital One

Artificial Intelligence Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
5 Locations
264K-329K Annually

Similar Companies Hiring

Standard Template Labs Thumbnail
Software • Information Technology • Artificial Intelligence
New York, NY
10 Employees
PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account