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Financial Account Representative

  • IT, Software development, System Engineering Jobs
  • Sales, Business Development, Business Consulting
  • Banking, Finance, Insurance, Accounting and Trade jobs

Description

  • 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

Responsibilities

  • Bachelor’s degree in business administration, finance or related field
  • Effective verbal, written and interpersonal communication skills
  • Problem-solving and conflict-resolution skills
  • Detail orientated with analytical and technical skills
  • Proficient in Microsoft Office and data entry
  • Demonstrated ability to meet deadlines
  • Experience in the financial industry a plus
  • Bilingual skills with fluency in English and Mandarin are a must (must be able to speak, read and write both languages).

Hard Skills

  • Microsoft Office
  • Data entry
  • Customer relations
  • Account Reconciliation
  • Risk assessments
  • Timelines
  • Advanced writing skills

Soft Skills

  • Communication
  • Problem-solver
  • Time management
  • Conflict resolution
  • Attention to detail
Shamrock Trading
  • Main info
  • Language Mandarin
  • Experience level Entry Level
  • Job type Full Time
  • Salary negotiable
  • CountryUnited States of America
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We offer

At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families:
  • Medical: Fully-paid healthcare, dental and vision premiums for employees and eligible dependents
  • Financial: Generous company 401(k) contributions and employee stock ownership after one year
  • Wellness: Onsite gym, jogging trail and discounted membership to nearby fitness center
  • Work-Life Balance: Competitive PTO and paid leave options