Financial Account Representative
| Company | Shamrock Trading |
|---|---|
| Location | Overland Park, KS, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree in business administration, finance or related field preferred; or equivalent relevant experience
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail oriented with analytical and technical skills
- Proficient 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 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 correction or adjustment and following up to ensure resolution
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Answer product and service questions; suggest information about other products and services
- Other duties as assigned
Preferred Qualifications
- Experience in the financial industry a plus
- Bilingual skills a plus