About
- The role of the Part-Time Customer Engagement Representative is responsible for managing an assigned portfolio of clients by handling a steady flow of inbound inquiries through phone and email.
- Additional responsibilities are listed below.
What You’ll Do
- Manage and support an assigned portfolio of clients, ensuring questions, issues, and requests are handled accurately and promptly
- Resolve product or service concerns by clarifying customer needs, identifying root causes, selecting and explaining appropriate solutions, and following through to resolution
- Coach and educate customers on Shamrock’s tools, services, and offerings to drive understanding and satisfaction
- Maintain accurate customer records by updating account information and documenting interactions and outcomes
- Identify customer needs and trends by gathering and analyzing information from daily customer interactions
- Support customer growth and retention by answering product and service questions and sharing information about additional offerings
- Compile customer insights and service feedback to support reporting and continuous improvement efforts
- Partner closely with Operations, Sales, and IT teams to ensure clear communication, effective follow-up, and smooth service delivery
- Contribute to team success by supporting shared goals and completing related duties as assigned by the Customer Engagement Supervisor
- Other duties as assigned
- Note: This is a part-time position and fully remote with a schedule of 11 AM to 3 PM, Monday - Friday.
What You’ll Bring
- Bachelor’s degree in business administration, finance or related field preferred, but not required
- Reliable high speed internet connection (required for remote workers)
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail orientated with analytical and technical skills
- Proficient in Microsoft Office and data entry
- Demonstrated ability to meet deadlines
- Experience in the financial industry a plus
- Company issued laptop and monitor/s provided