Client Financial Services Representative

Livingston Ltd; Moncton; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading company in international trade is seeking a Client Financial Services Representative in Moncton. This entry-level position focuses on managing customer accounts, ensuring timely collections, and providing exceptional service. Ideal candidates are motivated, organized, and possess excellent communication skills. Join a dynamic team and develop your expertise in a fast-paced environment.

Qualifications

• 2 years of related experience required.
• High School/GED or equivalent is mandatory.
• Enthusiastic about collections and committed to customer service.

Responsibilities

• Manage customer accounts through communication to arrange payments.
• Analyze unapplied amounts and monitor collections.
• Maintain documentation of collection efforts.

Skills

Customer Service

Communication

Organizational Skills

Multi-tasking

Initiative

Education

High School/GED or equivalent

Tools

Microsoft Office

Job description

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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).
• 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  International Trade and Development

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