Job Description

Client Financial Services Representative

We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter. Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade management and freight needs.

The Client Financial Services Representative is responsible for managing a high quality portfolio with a proactive collection approach. Focus is required on the timely collection and reconciliation of accounts; including remittances of duties and taxes.

KEY DUTIES & RESPONSIBILITIES

• Manage customer accounts within assigned portfolio by engaging in phone calls and/or emails. This includes negotiating payment arrangements as well as building relationships with customers in order to understand their needs and issues
• Monitor and manage “shipment hold/notification” screen within authorized limits
• Enlist the efforts of the Operations team and Senior Management when necessary to accelerate the collection process
• Communicate and follow up within specified timelines with Operations regarding customer disputes
• Analyze unapplied amounts within company specified timelines
• Identify problem accounts and provide recommendations related to recovery
• Maintain compliance with required internal controls and departmental procedures
• Maintain accurate documentation of all collection efforts, and provide updates on collection activity
• Prepare and monitor monthly cash forecast for specific portfolio
• Achieve defined individual and department goals
• Assist with any other duties as required
  

KNOWLEDGE & SKILLS

• Enthusiastic about collections and committed to providing excellent customer service
• Effective business writing and professional communication skills
• High degree of dedication, ownership and initiative
• Ability to work independently and perform in a team environment
• Strong organizational skills; ability to multi-task and prioritize
• Strong interpersonal and communication skills (both verbal and written).
• Good customer service skills.
• Proficiency in Microsoft Office (Word, Excel)
• Ability to reflect a professional company image

WORK EXPERIENCE – MINIMUM REQUIRED

2 years of related experience

EDUCATION

Required: High School/GED or equivalent

CERTIFICATIONS DESCRIPTION

COMPETENCIES

Inclusion and CollaborationAgilityCustomer First FocusAccountabilityLeading and Developing

We know that women and people of color may be less likely to apply if their professional experience does not exactly match the job description. Livingston is striving to build a culture where differences are celebrated; therefore, if you are excited about this position, we encourage you to apply even if your experience may not check every box.

Livingston is an equal opportunity employer and committed to creating and sustaining an inclusive environment in which all individuals are treated with dignity, respect and one which reflects the diversity of the community in which we operate. Accommodations are available for applicants and employees with disabilities throughout the recruitment process. If you require accommodations for interviews or other meetings, please advise when submitting your application.

Location: NB Moncton - CN070