Onboarding Representative

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