Part-Time Customer Engagement Representative

Shamrock Trading Corporation; Overland Park (KS); Remote; USD 17,000 - 25,000; Part time

Benefits offered by this job

Company issued laptop and monitor/s

Job summary

Shamrock Trading Corporation is seeking a Part-Time Customer Engagement Representative to handle a steady flow of inbound inquiries via phone and email. You will manage an assigned portfolio of clients, resolve issues, and document interactions to ensure accurate records.

This fully remote role runs from 11 AM to 3 PM, Monday through Friday, with a focus on delivering excellent customer support and maintaining high data integrity.

Qualifications

• Bachelor's degree preferred but not required.
• Strong verbal and written communication skills.
• Reliable internet connection for remote work.
• Experience in the financial industry is a plus.

Responsibilities

• Handle inbound inquiries from clients via phone and email.
• Maintain accurate customer records and document interactions.
• Educate customers on tools, services, and offerings.
• Identify needs and trends from daily interactions.
• Support growth and retention with information on additional offerings.
• Collaborate with Operations, Sales, and IT for service delivery.
• Provide data for reporting and continuous improvement.
• Assist supervisor with related duties and team goals.
• Other duties as assigned.

Skills

Verbal communication

Written communication

Problem solving

Detail oriented

Data entry

Meet deadlines

Microsoft Office

Analytical skills

Interpersonal skills

Education

Bachelor's degree in business administration/finance or related field

Tools

Microsoft Office

Job description

About the Role

The role of the Part-Time Customer Engagement Representative is responsible for managing an assigned portfolio of clients by handling a steady flow of inbound inquiries through phone and email. Additional responsibilities are listed below.

What You'LL Do

• Manage and support an assigned portfolio of clients, ensuring questions, issues, and requests are handled accurately and promptly
• Resolve product or service concerns by clarifying customer needs, identifying root causes, selecting and explaining appropriate solutions, and following through to resolution
• Coach and educate customers on Shamrock's tools, services, and offerings to drive understanding and satisfaction
• Maintain accurate customer records by updating account information and documenting interactions and outcomes
• Identify customer needs and trends by gathering and analyzing information from daily customer interactions
• Support customer growth and retention by answering product and service questions and sharing information about additional offerings
• Compile customer insights and service feedback to support reporting and continuous improvement efforts
• Partner closely with Operations, Sales, and IT teams to ensure clear communication, effective follow-up, and smooth service delivery
• Contribute to team success by supporting shared goals and completing related duties as assigned by the Customer Engagement Supervisor
• Other duties as assigned
• Note: This is a part-time position and fully remote with a schedule of 11 AM to 3 PM, Monday - Friday.

What You'LL Bring

• Bachelor's degree in business administration, finance or related field preferred, but not required.
• Reliable high speed internet connection (required for remote workers)
• Effective verbal, written and interpersonal communication skills
• Problem-solving and conflict-resolution skills
• Detail orientated with analytical and technical skills
• Proficient in Microsoft Office and data entry
• Demonstrated ability to meet deadlines
• Experience in the financial industry a plus
• Company issued laptop and monitor/s provided