Account Representative

Shamrock Trading Corporation; Overland Park (KS); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Ongoing training and professional development

Fully paid healthcare, dental, and vision premiums

Competitive PTO

Work-from-home opportunities after an introductory period

Job summary

Shamrock Trading Corp. is seeking a Financial Account Representative in Overland Park, Kansas. This role focuses on managing clients' accounts receivable portfolios, processing invoices, and providing exceptional customer service.

An ideal candidate is detail-oriented with analytical skills and must hold a Bachelor’s degree in a related field or equivalent experience. The position offers ongoing training, competitive benefits, and a work-life balance.

Qualifications

• Bachelor’s degree preferred or equivalent relevant experience.
• Exceptional interpersonal communication and customer service skills.
• Proficiency in Microsoft Office and data entry.
• Ability to meet deadlines.

Responsibilities

• Provide exceptional customer service for financial clients.
• Prepare product or service reports by analyzing customer information.
• Maintain financial accounts by processing customer adjustments.
• Manage product or service issues to ensure resolution.

Skills

Customer service skills

Microsoft Office proficiency

Interpersonal communication

Analytical skills

Problem-solving skills

Education

Bachelor’s degree in business administration, finance, or related field

Job description

RTS and Shamrock Trading Corporation are looking for a Financial Account Representative. This role will focus on clients’ accounts receivable portfolios, including receiving and processing invoices and related documentation. An ideal candidate will be a problem-solver with a dynamic personality and high attention to detail.

What You’ll Do

• Provide exceptional customer service for financial clients
• Regularly update account information to maintain customer records
• Prepare product or service reports by collecting and analyzing customer information
• Maintain financial accounts by processing customer adjustments
• Provide daily funding and handle collections for assigned customers
• Perform risk assessments and ensure that procedures are in place and followed to minimize risk
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Answer product and service questions and suggest information about other products or services
• Other duties as assigned

What You’ll Bring

• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience
• Exceptional interpersonal communication and customer service skills
• Proficiency in Microsoft Office and data entry
• Demonstrated ability to meet deadlines

What Will Put You Ahead

• Experience in the financial industry
• Attention to detail with analytical and technical skills
• Passion to learn and build relationships
• Problem‑solving and conflict‑resolution skills
• An adaptable personality with a goal‑driven mindset

Benefits

• Training and Development: Ongoing training and professional development opportunities
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Salary: Individual compensation packages may reflect applicable experience, job‑related skill, training and/or education
• Financial: Generous company 401(k) contributions and employee stock ownership after one year
• Work‑Life Balance: Competitive PTO and work‑from‑home opportunities after an introductory period