Financial Account Representative
Company Overview
RTS Financial is a rapidly growing provider of financial services for businesses throughout the United States, Latin America, India, China and other parts of the world. Based in Kansas City, RTS Financial has recently expanded to office locations in Chicago and Nashville, creating several career opportunities for qualified, motivated individuals.
RTS Financial offers a positive, team-oriented work environment with competitive salaries, a great benefits package and exciting career opportunities. We look for individuals who are hard-working and focused on building long-term relationships with customers.
Located in the Shamrock Towers in Overland Park, RTS Financial is a subsidiary of Shamrock Trading Corporation, which The Kansas City Business Journal named one of its “Best Places to Work” for 2015, 2016, 2017, and 2018. Shamrock’s workforce has more than doubled since 2013, to more than 500 employees.
Responsibilities:
The Account Representative will manage an assigned portfolio of clients by receiving and processing invoices and other related documentation for completeness and satisfaction of procedures and contractual requirements. They will provide their clients with daily funding and maintain their clients’ accounts receivable portfolios through collections. The Account Representative must be able to perform the following tasks, among others:
- Interact with clients in all aspects of customer service
- Maintain customer records by updating account information
- Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Maintain financial accounts by processing customer adjustments
- Carry out regular risk assessments and ensure that procedures are in place and followed to minimize risk
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Attract potential customers by answering product and service questions; suggest information about other products and services
- Prepare product or service reports by collecting and analyzing customer information
- Contribute to team effort by accomplishing related results as needed
- Ideal candidates must possess an outgoing, dynamic personality along with strong attention to detail and an ability to work in a team environment
Qualifications:
Candidates must possess skills in Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information, and Multi-tasking.
- Bachelor’s Degree in Business Administration, Finance, or related field preferred.
- Strong customer relations ability/experience with analytical and technical skills. Detail oriented.
- Computer literate in Microsoft Office, basic knowledge and understanding of PC applications, Data entry skills and experience.
- Effective verbal, written and interpersonal communication skills.
- Demonstrate organizational and prioritization skills to meet deadlines.
- Ability to work in a team environment.
Benefits Package
People have always been the key to the success of Shamrock Trading Corporation. They give our companies an edge in the marketplace and help build long-term relationships with our customers. To make sure we attract and retain the best people, Shamrock provides a premier set of benefits for our employees and their families.
- Medical: Fully-paid health care, dental and vision premiums for employees and eligible dependents.
- Financial: Generous company 401(k) contributions and employee stock ownership after one year of service.
- Fitness: On-site fitness center and company-sponsored Fitbit® program.
- Additional Benefits:
- Company-paid long-term disability insurance.
- Company-paid life insurance coverage.
- Tax-saving flexible spending plan.
- Annual accrual for vacation, personal days and holiday pay.
- Complimentary AAA membership.