Client-Focused Accounts Receivable Specialist

Shamrock Trading Corp.; Overland Park (KS); On-site; 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

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.