Client Financial Services Representative

Livingston International•City of Moncton, NB

9d•Onsite

About The Position

We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter. Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade management and freight needs. 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.

Requirements

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
2 years of related experience
High School/GED or equivalent

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