Account Representative
Role Overview
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.
Key Skills for This Role
Full Job Posting
About Shamrock Trading Corporation
RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock’s mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Overland Park is a great place to live, work and play, being conveniently located within driving distance of everything Kansas City has to offer. Housed within the heart of Overland Park, our offices include 4 gorgeous towers on the East and West sides of Metcalf Ave. With a heavy community presence and a winning culture, Shamrock is a great place to work in Overland Park
Why You’ll Love Working Here
Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.
At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:
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: G enerous 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
About the Role
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.
#LI-HA1 #LI-Onsite #rts
Having trouble submitting your application? Contact us at [email protected] for support.
About Shamrocktc
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