Client Services Salary at Diamond Technology Inc BETA

Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Description - External ESSENTIAL RESPONSIBILITIES AND TASKS + Live and exemplify the Five Principles of Mars, Inc. within self and team. + Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. + Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. + Provi

Location: Must be based in the Bay Area (on-site with clients 2-3 days per week) Package: Up to $250k base + bonus, perks Are you ready to take a hands-on approach to transform challenging projects for a portfolio of $2B+ clients? We’re looking for a dynamic leader to drive successful initiatives and foster strong relationships with clients. Your expertise will stabilize projects and uncover upsell opportunities, ensuring our clients receive the best solutions. This role requires living in the Bay Area and visiting customers on a weekly basis. If you’re passionate about making an impact, we want to hear from you! THE CLIENT: Join a dynamic, fast-growing, and fully remote technology services company that empowers over 4,000 professionals across 130 countries. They specialize in innovative cloud solutions, helping organizations optimize their cloud capabilities while reducing costs. Their unique outcome-based pricing model ensures that your success is directly linked to their performance

Location: Must be based in the Bay Area (on-site with clients 2-3 days per week) Package: Up to $250k base + bonus, perks Are you ready to take a hands-on approach to transform challenging projects for a portfolio of $2B+ clients? We’re looking for a dynamic leader to drive successful initiatives and foster strong relationships with clients. Your expertise will stabilize projects and uncover upsell opportunities, ensuring our clients receive the best solutions. This role requires living in the Bay Area and visiting customers on a weekly basis. If you’re passionate about making an impact, we want to hear from you! THE CLIENT: Join a dynamic, fast-growing, and fully remote technology services company that empowers over 4,000 professionals across 130 countries. They specialize in innovative cloud solutions, helping organizations optimize their cloud capabilities while reducing costs. Their unique outcome-based pricing model ensures that your success is directly linked to their performance

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Bra

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor’s degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational ski

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview The Branch Client Service Manager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Br

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? How you'll make an impact How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are deliver

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional servic