The leading experts in campus-wide payment solutions to independent schools.

Client Services Representative

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 extraordinary 98.5% 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.  If this sounds like you – reach out and tell us what it will take to get you on our growing team!

Key Responsibilities

  • Building relationships with customers through demonstration of institutional knowledge, understanding of specific institutional needs/priorities, and the ability to propose solutions
  • Navigating through Diamond Mind’s offerings on behalf of the organization, ensuring the appropriate service is provided to meet the customer need
  • Completing time sensitive and confidential tasks accurately and efficiently
  • Troubleshooting technical problems quickly
  • Communicating with various partners, vendors, and suppliers daily depending on the client or business need
  • Keeping up-to-date records on policies and procedures pertinent to the job function and communicating those changes when needed
  • Balancing account records and changes with accuracy and giving detailed explanations to clients in a manner that is easy to understand
  • Utilizing our Customer Relationship Management (CRM) system to record all activities with an adequate level of detail
  • Onboarding new clients in a timely manner
  • Serving on various ad hoc internal teams of interest to help the company continually improve and manage growth


Qualifications, Experience, and Attributes

  • BA/BS degree from an accredited college or university (business concentration a plus)
  • 3+ years of banking or similar job experience, focusing on operations, reconciliation, and client services
  • Passionate about the customer
  • Strong Microsoft Office skills, math, and technical skills, with a focus on Microsoft Excel
  • Desire to grow personally and professionally
  • Extremely polite, professional, and customer-focused
  • Must be collaborative, cooperative, and willing to share information with the team
  • Flexible; must be willing to grow and develop as the company continues to evolve and patient when dealing with customers
  • Strong attention to detail; must be able and willing to document and keep track of all activity using a CRM system (Sugar)
  • Strong communication skills (both written and verbal) to work effectively with the team internally and outline the value proposition to external customers
  • Excellent relationship-building skills
  • Interest in and aptitude for issues relating to quantitative research
  • Demonstrated ability to diagnose client needs and identify relevant solutions
  • Demonstrated sense of integrity
  • Positive team player who inspires others, builds strong relationships, and is fun to work with
  • Looking for a CAREER, not just a “job”
  • The position is based in Potomac, MD with limited or no travel required

The position is based in Potomac, MD with limited or no travel required.

Salary & Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive base compensation (depending on experience). We also offer an extensive benefits package including paid time off, medical and dental benefits, a matching 401(k) plan, training and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Company Description

Diamond Mind is a profitable and self-funded growth company that has sustained an annual growth rate of over 50% for nearly ten years and was named to the Inc. Magazine List of 500 Fastest Growing Private Companies.  Having established an exceptional reputation in our niche market of K-12 independent schools, we work with over 700 clients in 45 states and have an extraordinary retention rate of 98.5%.  We have not and do not cold call; we have built the company on our reputation in the marketplace and warm inbound leads. We have plenty of room to accelerate our growth within our core market and additional opportunities to expand into adjacent markets. Come grow your career with us!

To apply for this position, please send your cover letter and resume to