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. Responsibilities 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 Qualifications 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 Preferred Qualifications 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 #J-18808-Ljbffr