Client Services Representative

Position Overview

As a Client Services Representative, you will work on a strong and growing team with banking experience to understand and effectively provide permanent business enhancing service to our clients, in response to their calls, in a way that upholds and enhances our exceptional brand values. You will build relationships with our clients and become their “go to” person. As a pro-active problem solver, you will interact well with the team and document frequent questions and answers in our knowledge management system. You will learn our business through comprehensive onboarding training and will continually increase your knowledge through formal cross-training opportunities each month. You will be customer focused, passionate about helping our clients, and driven to increase our customer retention rate.

We are looking for self-motivated professionals with banking or financial services experience, strong organizational skills and an ability to quickly learn a broad set of financial and technical knowledge. Our Client Service Representatives read people and situations accurately in order to identify with and adapt their style and approach toward achieving alignment and connection with our customers.

Position Description

Key Responsibilities

• Build strong relationships with clients by understanding their specific needs and recommending the best solutions.
• Learn and navigate Diamond Mind’s products and services to ensure the right fit for each client.
• Handle sensitive tasks quickly and accurately while keeping information confidential.
• Solve technical issues in a timely and efficient way.
• Communicate regularly with partners, vendors, and suppliers based on client needs.
• Keep updated records of policies and procedures and share updates as needed.
• Carefully manage client account changes and explain them clearly in simple terms.
• Use our CRM system to track all client interactions and updates.
• Help onboard new clients promptly and guide them through the process.
• Join internal teams or projects to help improve how we work and support company growth.
  
  

Required Qualifications

• Bachelor’s degree from (business-related field preferred).
• Minimum of 2 years of experience in banking, client services, or a related field—ideally involving reconciliation, operations, or customer success.
• Strong skills in Microsoft Office, particularly Excel.
• Clear and professional communication skills—both verbal and written.
• Ability to read people and adjust communication style to connect with diverse clients.
• Demonstrated accuracy in handling sensitive data and account information.
• Experience using CRM platforms such as Salesforce.
  
  

Key Attributes

• Passionate about delivering outstanding customer service and building long-term relationships.
• Self-starter with high initiative and a desire to learn and grow professionally.
• Collaborative and team-oriented, with a willingness to share knowledge and support peers.
• Polite, patient, and resilient in customer-facing situations.
• Analytical mindset and interest in financial data, trends, or research.
• Demonstrated integrity and ability to represent the company with professionalism.
  
  

Who You Are

• Meticulous and dependable, especially when dealing with numbers, records, and timelines.
• Collaborative and respectful of cross-functional teamwork.
• Empathetic and solution-focused, with a natural ability to connect with clients.
• Curious and eager to learn across business operations and systems.
• A positive team player who contributes to a supportive and high-performing culture.
  
  

Company Overview

VenturEd Solutions is a leading solution provider exclusively dedicated to powering the success of K-12 schools, students, and families. With innovative solutions rooted in more than 50 years of service to the education sector, VenturEd Solutions, formerly Education Brands from Community Brands, empowers schools worldwide with efficient, highly configurable solutions that strengthen operations and drive growth. VenturEd Solutions serves more than one million students and families at over 24,000 schools, districts, dioceses, multi-academy trusts, and educational organizations globally. This comprehensive suite of solutions supports admissions and enrollment, financial aid, tuition, student information management, school payments, communications, data, and analytics to aid schools in achieving their goals and make a lasting impact in their communities.

Our mission is to help passionate people and purpose-driven organizations achieve more for their communities.

What We Bring To The Table

Growth Opportunities to help you advance in your career.

Achieve Work-Life Balance with a setup that suits you.

Employee Engagement Activities to connect and grow with your team.

Complimentary HMO for you + 2 dependents from Day One—your health matters!

Earn a 20% Night Shift Differential—your hard work deserves to be recognized.

Convertible Leave Credits available right from the start.

Quarterly Performance Bonuses—because your efforts should be rewarded!

Annual Merit Increase to recognize your dedication and growth.

Guaranteed Weekends Off—take time to relax and recharge.