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Account Setup Specialist
Shamrock Trading CorporationOverland Park, United Statesfull_timeVerifiedPosted 15 Apr 2025
About the role
Company Overview RTS Financial is part of Shamrock Trading Corporation, a family of brands in transportation, finance and technology. Shamrock offers a suite of transportation services, which allows us to leverage long-term, multiservice relationships by offering financial services, freight, a fuel card program and trucking technology through a single organization. Shamrock is headquartered in Overland Park, Kansas and has nine regional offices - Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville, Philadelphia and Phoenix. Shamrock has been recognized among the “Best Places to Work” in both Kansas City and Chicago and was most recently recognized as one of America’s “Most Loves Workplaces” by Newsweek. 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! Responsibilities Shamrock Trading Corporation and RTS Financial are looking for an Account Setup Specialist 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. This position reports directly to the Onboarding Supervisor. Responsibilities include but are not limited to:
- 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
- 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
- Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents
- Work-Life Balance: Competitive PTO, paid leave policies and eligibility for work fr
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