Client Operations Executive, Spanish
Collinson
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Execute daily operational activities for assigned clients in accordance with contractual terms and standard service agreements.
- Set up, maintain, and update client programs and system configurations.
- Manage operational tasks including Cardholder updates, whitelist/blacklist maintenance, renewals, and program data accuracy.
- Investigate, process, and document disputes, complaints, ensuring timely and satisfactory resolution.
- Run monthly client reports, billing information, and operational data, ensuring delivery within established SLAs.
- Provide operational administrative support to the Client Operations Manager and Client Account Managers as required.
- Respond to basic client queries and requests promptly and professionally.
- Maintain positive working relationships with internal teams, global partners, clients, and third-party suppliers.
- Participate in weekly, monthly, and quarterly stakeholder meetings as needed to understand priorities, workloads, and client requirements.
- Support the handover of new clients from Commercial into Operations, ensuring all requirements are clearly understood and documented.
- Coordinate onboarding of new associate and wholesale programs, ensuring client requirements are captured and implemented accurately.
- Set up program details in the back-office system following standard processes and operational best practice.
- Conduct end-to-end operational testing for new deals, implementations, or system developments prior to launch.
- Prepare and distribute internal client information sheets and supporting documentation.
- Create, maintain, and update operational procedures, ensuring accuracy and alignment with business standards.
- Ensure internal documentation contains up-to-date client and program information accessible across the organization.
- Participate in revisions of globally shared processes, utilizing data to identify gaps and opportunities for operational excellence.
- Adhere to business processes and compliance standards across all operational activities.
- Contribute to operational projects and initiatives aimed at improving efficiency, quality, and scalability.
- Support the creation of new operational solutions that meet evolving commercial and client needs.
- Raise operational issues, system bugs, and improvement opportunities on behalf of the team.
- Assist in documenting processes and supporting materials for training, education, and business awareness.
Requirements
- Fluent Spanish essential (Spoken and Written), with Portuguese as a plus
- Detail oriented and quality focused with project coordinator skills.
- Excellent attention to detail and good administrative skills.
- Strong mastery of MS Office tools including Word, Excel and PowerPoint.
- Self-motivated with ability to prioritize, manage multiple requests simultaneously, and meet deadlines with an understanding of service level standards.
- Excellent listening, verbal, interpersonal, written and communication skills.
- Candidate must be able to demonstrate problem solving skills in combination with a methodical & structured approach to work.
- High School Diploma or equivalent.
Benefits
- 100% employer paid medical, dental, life & LTD insurance for employees
- 100% match to your 401k deferrals (limited) with 100% vesting at 6 months
- Supplemental Insurance including STD, additional Life
- Priority Pass Membership
- Global Mentoring Program
- Wellness Programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
operational testingprogram data accuracydispute resolutionbilling information managementclient onboardingprocess documentationoperational proceduresdata analysisproject coordinationservice level standards
Soft skills
detail orientedquality focusedself-motivatedprioritizationtime managementexcellent communicationproblem solvinginterpersonal skillslistening skillsadministrative skills
Certifications
High School Diploma