Client Onboarding Specialist

Shamrock Trading Corp.; Overland Park (KS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Ongoing training and professional development

Fully paid healthcare, dental and vision premiums

401(k) contributions and employee stock ownership

Competitive PTO and work-from-home opportunities

Job summary

Shamrock Trading Corp. is seeking an Onboarding Representative to join its Operations team in Overland Park, Kansas. This role focuses on setting up new client accounts and ensuring accuracy in processed information.

The ideal candidate will excel in customer service, be detail-oriented, and effectively communicate with various departments. Shamrock offers a supportive culture with opportunities for professional development and a comprehensive benefits package.

Qualifications

• Must be ethical and exercise independent judgment.
• Ability to work independently and meet deadlines.
• Detail-oriented with critical thinking skills.

Responsibilities

• Provide excellent customer service by constructing client accounts.
• Ensure quick funding and seamless transition from Sales to Operations.
• Setup new bank accounts and fuel cards.

Skills

Customer service

Detail-oriented

Effective communication

Critical thinking

Flexibility

Job description

Shamrock Trading Corp. is seeking an Onboarding Representative to join its Operations team in Overland Park, Kansas. This role focuses on setting up new client accounts and ensuring accuracy in processed information.

The ideal candidate will excel in customer service, be detail-oriented, and effectively communicate with various departments. Shamrock offers a supportive culture with opportunities for professional development and a comprehensive benefits package.