Onboarding Representative

Onboarding Representative

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

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: Generous company 401(k) contributions and employee stock ownership after one year
• Work-Life Balance: Competitive PTO and fully paid time off opportunities to volunteer within your community

About the Role

Shamrock Trading Corporation and RTS Financial are looking for an Onboarding Representative to join the Operations team. This Role is responsible for setting up new client accounts while acting as an interdepartmental liaison to ensure processed information is accurate and meets company standards.

What You'll Do

• Provide excellent customer service by efficiently and accurately constructing client accounts in Cadence, while utilizing CRM and client-provided documents to identify potential red flags
• Improve customer experience by ensuring quick funding and a seamless transition from Sales to Operations
• Setup new bank accounts, fuel cards, and bank changes
• Execute rate changes and other contractual terms with complete accuracy, attention to detail and compliance with legal regulations
• Monitor Documentation inbox and process requests in a timely manner
• Monitor Needed-to-Fund task report, New Account Setup chat, and Procover notes update opportunities in CRM and Cadence accounts as needed
• Work closely with Buyout and Transition teams to ensure proper communication and flow of accounts
• Set up MRA tables
• Other duties as assigned, such as working in the Returning Clients Queue and monitoring CONE tasks
• Display a sense of urgency and engagement while maintaining flexibility and a positive/team player attitude
• Provide quality internal service to other departments including Sales, Legal, Accounting, and Operations
• Maintain excellent working relationships with other departments and members of the team
• Take initiative in pursuing additional responsibilities and training to develop knowledge of internal operations and the industry

What You'll Bring

• Ability to remain ethical and objective while exercising independent judgment
• Ability to work and learn independently and meet deadlines
• Detail-oriented and able to use critical thinking to determine a larger issue
• Must be flexible and able to adapt to constantly changing priorities
• Effective verbal, written and interpersonal communication skills

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.