Bilingual Client Financial Services Representative

Livingston International; Moncton; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join a leading company in international trade as a Client Financial Services Representative. In this role, you’ll manage customer accounts, ensuring timely collections and fostering strong client relationships while working collaboratively within a dynamic team environment. With a focus on customer service and organizational excellence, you'll contribute to the company's success and your own career development.

Qualifications

• Minimum 2 years of related experience required.
• Effective business writing and professional communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Manage and engage customer accounts through calls and emails.
• Monitor shipment holds and facilitate collections.
• Prepare monthly cash forecasts for specific portfolios.

Skills

Customer Service

Communication

Organizational Skills

Microsoft Office Proficiency

Education

High School/GED or equivalent

Job description

Client Financial Services Representative

Join Livingston andgrow your career inthe constantly changing world of international trade. Livingston is a market leader offering customs brokerage, international trade consulting, compliance and freight forwarding services around the world. Livingston has over 3,000 employees at more than 90 key border crossings, sea ports, airports and other strategic locations in North America, Europe and Asia.

Our fast-paced and collaborative environment offers you the opportunity to work with leaders in the industry, receive recognition for achievements and develop your expertise in the complex and evolving world of trade. Learn how you can make an impact at Livingston.

Job Type:Full Time

Location:
NB Moncton - CN070

JOB SUMMARY

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 Collaboration
Agility
Customer First Focus
Accountability
Leading and Developing
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

For Canada: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.