Senior Client Financial Services Representative

Job Responsibility:

Senior Client Financial Services Representative

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: ON Toronto - CN030

JOB SUMMARY

Reporting to the Client Financial Services Manager, the Senior Client Financial Services Representative is responsible for managing an assigned portfolio of large and strategic accounts. Focus is required on the timely collection of accounts; including remittance of duties and taxes. The Senior Client Financial Services Representative will be the first point of client contact for all accounts' receivable activity, building strong relationships with the client to understand their needs and issues to ensure timely payments.

KEY DUTIES & RESPONSIBILITIES

• Meet the company's goals of strong financial performance and excellent customer service according to annually set objectives
• Manage a high dollar assigned portfolio of large and strategic accounts ($20M+) by engaging in phone calls, emails, and meetings as required.
• Monitor accounts to identify overdue payments and contributing underlying issues
• Engage with cross functional teams to resolve account issues
• Facilitate meetings with required stakeholders to gather information causing payment delays and drive actions for resolution
• Analyze and reconcile complex accounts that may involve multiple accounts and transactions
• Analyze historical payments
• Prepare and monitor monthly cash forecast for assigned portfolio
• Recommend further action or discontinuation of service on occasions where payment is not forthcoming; including liaising with Credit and Sales departments where necessary
• Identify problem accounts and provide recommendations related to recovery (Third Party, AFDA)
• Reporting related to collections activities
• Maintain accurate documentation client profile, collection efforts, and provide updates on collection activity
• Assist with any other duties as required
• Maintain compliance with required internal controls and departmental procedures

KNOWLEDGE & SKILLS

To perform this job successfully, the person must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable a person with disabilities to perform the essential functions.

• Understanding the principles of accounting
• Strong interpersonal and customer service skills
• Strong attention to detail and critical thinking
• Excellent time management and organizational skills
• Ability to set and manage priorities to meet deadlines
• Ability to thrive in a fast paced and high volume environment
• Ability to handle multiple demands calmly and effectively, while maintaining attention to detail and follow through
• Ability to analyze complex account issues and present analysis in a concise manner
• Excellent communication skills (verbal and written), particularly about follow-up on unresolved issues
• Ability to handle multiple demands calmly and effectively, while maintaining attention to detail and follow through
• Advanced knowledge of Excel (pivot tables, vlookup, “IF” functions, and other advance functionalities.

WORK EXPERIENCE - MINIMUM REQUIRED

5 years of related experience

EDUCATION

Preferred: Associates Degree or post-secondary education in Accounting Preferred: Bachelors Degree or equivalent in Accounting

CERTIFICATIONS DESCRIPTION

COMPETENCIES

Accountability Agility Business Acumen and Straight Talk Customer First Focus Inclusion and Collaboration 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.