The posting
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



