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Bilingual Financial Account Specialist

2 months ago

Overland Park, Kansas, United States Shamrock Trading Corporation Full time

Key Responsibilities

Shamrock Trading Corporation is in search of a Bilingual Financial Account Specialist to join our dynamic team. This position focuses on overseeing client portfolios, managing invoice processing, and ensuring the accuracy of accounts receivable. The successful candidate will possess exceptional communication abilities, meticulous attention to detail, and a collaborative spirit.

  • Deliver outstanding customer support to financial clients
  • Regularly update and maintain client account information
  • Evaluate customer data to generate insightful reports
  • Handle customer adjustments and manage collections effectively
  • Address product or service concerns and propose suitable solutions
  • Identify potential risks and implement strategies to mitigate them

Required Qualifications

  • Preferred Bachelor's degree in business administration, finance, or a related discipline
  • Strong communication and problem-solving capabilities
  • Detail-oriented with strong analytical and technical skills
  • Proficient in Microsoft Office and data entry tasks
  • Ability to meet deadlines, with experience in the financial sector being advantageous

Employee Benefits

At Shamrock Trading Corporation, we are committed to fostering the growth and development of our team members. We provide a comprehensive benefits package that includes fully covered healthcare, dental, and vision premiums, substantial 401(k) contributions, and opportunities for career advancement. Additionally, employees can enjoy access to onsite fitness facilities and flexible work-life balance options.