What are the responsibilities and job description for the Account Representative position at RTS?
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.
Benefits
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:
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
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.
#rts
Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.
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.
Benefits
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: Generous 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
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
- 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
- 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
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.
#rts
Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.