Customer Financial Representative

WolseleyCanada; Burlington; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading distributor of plumbing, HVAC/R, and industrial products seeks a Collections and Client Services Financial Support professional. In this pivotal role, you will manage account reconciliations, customer inquiries, and collections activities, contributing to operational efficiency. Join a dynamic team where your skills can shine and advance your career with robust benefits and career development opportunities.

Benefits

Comprehensive benefits with premiums fully paid for by the company

Career development and training opportunities

Paid vacation and sick time

Bonus programs including annual performance and profit sharing

Safety shoe reimbursement

Qualifications

• 3-5 years of Credit/Collections experience; proven track record of prior collections success.
• CCP designation or in pursuit of obtaining CCP designation is an asset.
• Experience working in a customer service role.

Responsibilities

• Manage AR functions for all strategic accounts.
• Perform, track, and document collections activities.
• Handle inbound calls from customers with invoicing and payment inquiries.

Skills

Communication

Negotiation

Customer Service

Education

Diploma in Accounting or Finance

Tools

Microsoft Office

Job description

At Wolseley Canada, our leading-edge is the knowledge and insight found in every corner of our organization. Here, you’ll build strong relationships and support critical industries that touch the lives of Canadians. Every day, we show up with intention and pride; in ourselves, our associates, and our customers. You’ll have a solid foundation to try new things, uncover new possibilities, challenge yourself, and grow your career. Does this sound like somewhere you’d like to be?

Wolseley Canada is the leading wholesale distributor of plumbing, HVAC/R, waterworks and industrial products in the country and working here means, a network of possibilities, a place you are valued and a higher standard.

Join the Pros!

In this role you are responsible for the collections and client services financial support to Wolseley Canada’s Strategic customer accounts.

What’s in it for you:

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Manage AR functions for all strategic accounts
• Review accounts to ensure that all transactions are reconciled on a regular basis
• Encourage and promote our self-service website, Wolseley Express, and electronic invoicing
• Perform, track, and document collections activities
• Handle and resolve inquiries from customers, branch staff, etc. through phone and/or email
• Research and resolve disputes within policy parameters
• Resolve account discrepancies such as cash discount chargebacks, terms disputes, skipped invoices, unauthorized deductions and misapplied payments
• Identify and escalate accounts that require third party or legal actions
• Monitor and manage shipment on hold/notification display screen within authorized limits
• Handle inbound calls from customers with invoicing and payment inquiries
• Collaborate and communicate effectively with both clients and internal teams to ensure alignment and timely resolution of issues

What you will bring:

• Diploma in Accounting or Finance, or related business field preferred
• Minimum of 3-5 years of Credit/Collections experience; proven track record of prior collections success
• CCP designation or in pursuit of obtaining CCP designation is an asset
• Experience working in a customer service role
• Strong verbal and written communication and negotiation skills
• Professional and courteous demeanor
• Ability to work independently
• Microsoft Office experience preferred

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check. A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.