Client Financial Services Representative

Livingston International; Toronto; Hybrid; CAD 39,000 - 59,000; Full time

Job summary

Livingston is seeking a Client Financial Services Representative to manage a high-quality portfolio with proactive collections. The role emphasizes timely account reconciliation, duties and taxes remittances, and strong customer communication.

You will negotiate payment plans, work with Operations to accelerate collections, and maintain accurate documentation. Required: 2 years of related experience and a High School/GED or equivalent.

Qualifications

• High School/GED or equivalent required.
• Minimum 2 years of related experience in collections or accounts receivable.
• Strong written and verbal communication; professional business writing.

Responsibilities

• Manage customer accounts within assigned portfolio via calls and emails.
• Negotiate payment arrangements and build customer relationships.
• Monitor shipment hold/notification within approved limits.
• Coordinate with Operations and Senior Management to speed collections.
• Follow up on customer disputes within defined timelines.
• Analyze unapplied amounts and identify recovery opportunities.
• Maintain documentation and provide updates on activity.
• Prepare and monitor monthly cash forecast for portfolio.
• Achieve individual and department goals.
• Assist with additional duties as required.

Skills

Collections

Customer service

Professional writing

Independent work

Organization

Interpersonal skills

Microsoft Office

Education

High School/GED

Tools

Microsoft Word

Microsoft Excel

Job description

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Join Livingston and grow your career in the constantly changing world of international trade. Livingston is amarket leaderoffering customs brokerage, international trade consulting,complianceand freight forwardingservices aroundthe world. Livingston has over 3,000 employees at more than 90 key border crossings,sea ports,airports andother 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 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

At Livingston, we are committed to fostering a flexible, growth-oriented environment where you can thrive. Our culture is built on respect, recognition, and collaboration, and we empower our team with trusted expertise, continuous learning opportunities, and long-term support. We offer competitive compensation, comprehensive benefits, and a transparent pay philosophy aligned with market data and job-related factors.

Base salary is one component of our total rewards package which also includes incentive opportunities, benefits, and professional development. Salary ranges are established by location and reflect relevant factors such as skills, experience, and market conditions. The good-faith salary range for this position is 39,370-59,200 CAD. Actual compensation will be determined based on these factors and may vary accordingly.

Diversity, Equity, and Inclusion at Livingston

We are proud to be an inclusive employer and welcome applicants of all backgrounds, experiences, and perspectives. We know some candidates, especially women and people of color, may hesitate to apply unless they meet every requirement.

Livingston is an equal opportunity employer committed to fostering an inclusive and accessible workplace. Accommodations are available throughout the recruitment process for applicants with disabilities. If you require an accommodation, please advise when submitting your application. In accordance with Ontario transparency requirements, t his posting is for an existing, currently available position. In accordance with Ontario transparency requirements, this posting is for an existing, currently available position.