Client Financial Services Representative

Livingston Ltd; Moncton; On-site; CAD 40,000 - 60,000; Full time

Job summary

Livingston International seeks a Client Financial Services Representative to manage a portfolio, focusing on collections and customer relationship building. Join this full-time position in a collaborative environment that fosters career growth in international trade, requiring a high school diploma and at least two years of experience.

Qualifications

• 2 years of related experience required.
• Enthusiastic about collections and committed to excellent service.
• Ability to work independently and in a team environment.

Responsibilities

• Manage customer accounts through calls/emails and negotiate payment arrangements.
• Analyze unapplied amounts and identify problem accounts.
• Maintain compliance with internal controls and departmental procedures.

Skills

Customer Service

Effective Communication

Organizational Skills

Microsoft Office Proficiency

Education

High School / GED or equivalent

Job description

Join to apply for the Client Financial Services Representative role at Livingston International

6 days ago Be among the first 25 applicants

Join to apply for the Client Financial Services Representative role at Livingston International

Get AI-powered advice on this job and more exclusive features.

Join Livingston and grow your career in the 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).
• 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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

International Trade and Development

Referrals increase your chances of interviewing at Livingston International by 2x

Get notified about new Financial Services Representative jobs in Moncton, New Brunswick, Canada .

Financial Service Representative - Atlantic (Pooling)

Riverview, New Brunswick, Canada 4 days ago

Riverview, New Brunswick, Canada 4 days ago

First Nations / Metis / Inuit - REMOTE Client Service Specialist - Moncton, NB - Tangerine

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search