Part-Time Customer Engagement Representative

Shamrock•Overland Park, KS

1d•Remote

About The Position

The Part-Time Customer Engagement Representative manages an assigned portfolio of clients and handles a steady flow of inbound inquiries by phone and email. The role supports customers by addressing questions, resolving concerns, educating them about the company’s tools and offerings, maintaining accurate account records, and sharing customer insights to support reporting and service improvements. The position is fully remote and scheduled from 11 AM to 3 PM, Monday through Friday. A company-issued laptop and monitor(s) are provided.

Requirements

Effective verbal, written, and interpersonal communication skills.
Problem-solving and conflict-resolution skills.
Detail-oriented, with analytical and technical skills.
Proficiency in Microsoft Office and data entry.
Demonstrated ability to meet deadlines.
Reliable high-speed internet connection for remote work.

Nice To Haves

Bachelor’s degree in business administration, finance, or a related field is preferred but not required.
Experience in the financial industry.

Responsibilities

Manage and support an assigned portfolio of clients, handling questions, issues, and requests accurately and promptly.
Resolve product or service concerns by clarifying customer needs, identifying root causes, explaining appropriate solutions, and following through to resolution.
Coach and educate customers on Shamrock’s tools, services, and offerings.
Update account information and document customer interactions and outcomes accurately.
Gather and analyze information from daily customer interactions to identify customer needs and trends.
Answer questions about products and services and share information about additional offerings to support customer growth and retention.
Compile customer insights and service feedback for reporting and continuous improvement.
Partner with Operations, Sales, and IT teams to support clear communication, effective follow-up, and smooth service delivery.
Support shared team goals and complete related duties assigned by the Customer Engagement Supervisor.
Perform other duties as assigned.