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Shamrock Trading Corporation
Account RepresentativeShamrock Trading Corporation • Overland Park, KS, United States
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Account Representative

Account Representative

Shamrock Trading Corporation • Overland Park, KS, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Account Representative

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

Apply Today!

We're so excited to connect with you! If you want to work with forward-thinking people in an award-winning culture, submit your application today.

Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.

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Account Representative • Overland Park, KS, United States

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