Financial Client Relations Associate

2 weeks 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. This position entails overseeing client portfolios, managing invoice processing, and ensuring the accuracy of accounts receivable. The successful candidate will demonstrate exceptional communication skills, meticulous attention to detail, and the capability to collaborate effectively within a team.

  • Deliver outstanding customer support for financial clientele
  • Regularly update and maintain account records
  • Evaluate customer data to generate insightful reports
  • Handle customer adjustments and manage collections efficiently
  • Address product or service concerns and propose effective solutions
  • Identify potential risks and establish procedures to mitigate them

Required Qualifications

  • A Bachelor's degree in business administration, finance, or a related discipline is preferred
  • Strong communication and problem-solving capabilities
  • Detail-oriented with strong analytical and technical skills
  • Proficient in Microsoft Office applications and data entry
  • Ability to meet deadlines; experience in the financial sector is 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. Employees also enjoy access to onsite fitness facilities and options that promote work-life balance.



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