Spanish Speaking Account Representative

Shamrock Trading Corporation; Overland Park (KS); On-site; USD 38,000 - 60,000; Full time

Job summary

Shamrock Trading Corporation is seeking a Spanish-speaking Financial Account Representative to manage accounts receivable portfolios, process invoices, and maintain documentation. A detail-oriented problem-solver with strong communication will thrive in this role.

The ideal candidate will be fluent in Spanish and English, hold a business or finance-related degree or equivalent experience, and be proficient in Microsoft Office.

Qualifications

• Must be able to speak, read, and write in Spanish and English with business vocabulary.
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience.
• Strong 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 are in place to minimize risk.
• Manage product or service issues, including clarifying the issue and implementing solutions.
• Recommend potential products or services to management by analyzing customer needs.
• Answer product and service questions and suggest information about other products or services.
• Other duties as assigned.

Skills

Bilingual Spanish/English

Customer service

Attention to detail

Interpersonal communication

Data entry

Deadline-driven

Education

Bachelor's degree in business administration/finance

Tools

Microsoft Office

Job description

About the Role

RTS and Shamrock Trading Corporation are looking for a Spanish Speaking Financial Account Representative. This role will focus on clients’ accounts receivable portfolios, including receiving and processing invoices and related documentation. An ideal candidate will be a problem-solver with a dynamic personality and high attention to detail.

What You’ll Do

• 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 that procedures are in place and followed to minimize risk
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Answer product and service questions and suggest information about other products or services
• Other duties as assigned

What You’ll Bring

• Ability to speak, read and write in both Spanish and English with a business vocabulary required
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience
• Exceptional interpersonal communication and customer service skills
• Proficiency in Microsoft Office and data entry
• Demonstrated ability to meet deadlines

What Will Put You Ahead

• Experience in the financial industry
• Attention to detail with analytical and technical skills
• Passion to learn and build relationships
• Problem-solving and conflict-resolution skills
• An adaptable personality with a goal-driven mindset