Bilingual Spanish Financial Account Specialist

RTS; Overland Park (KS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Training and Development

Fully paid healthcare premiums for you

401(k) with company contributions

Paid time off

Job summary

RTS, part of Shamrock Trading Corporation, seeks a Spanish-speaking Financial Account Representative in Overland Park, KS. You will manage clients’ accounts receivable portfolios, process invoices, and ensure timely funding and collections while collaborating with cross-functional teams onsite.

Ideal candidates have a business-related bachelor’s degree (preferred) and strong customer service skills, with fluency in Spanish and English.

Qualifications

• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience.
• Bilingual Spanish/English with business vocabulary.
• Exceptional interpersonal communication and customer service skills.
• Proficiency in Microsoft Office and data entry.
• Demonstrated ability to meet deadlines.

Responsibilities

• Provide exceptional customer service for financial clients.
• Regularly update account information to maintain customer records.
• Prepare product or service reports by collecting and analyzing customer information.
• Maintain financial accounts by processing customer adjustments.
• Provide daily funding and handle collections for assigned customers.
• Perform risk assessments and ensure procedures minimize risk.
• Manage product or service issues and follow up to ensure resolution.
• Recommend potential products or services by analyzing customer needs.
• Answer questions and provide information about other products or services.

Skills

Bilingual Spanish/English

Customer service

Microsoft Office

Data entry

Deadline driven

Education

Bachelor’s degree preferred

Job description

RTS, part of Shamrock Trading Corporation, seeks a Spanish-speaking Financial Account Representative in Overland Park, KS. You will manage clients’ accounts receivable portfolios, process invoices, and ensure timely funding and collections while collaborating with cross-functional teams onsite.

Ideal candidates have a business-related bachelor’s degree (preferred) and strong customer service skills, with fluency in Spanish and English.