Part-Time Customer Engagement Representative

About the Role

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