Client Financial Services Representative

Job summary

The representative is responsible for managing a portfolio of customer accounts through proactive collections and timely reconciliation. They must also negotiate payment arrangements and collaborate with internal teams to resolve disputes and ensure compliance.

Job details

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 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 experienceEDUCATION Required: High School/GED or equivalentCERTIFICATIONS DESCRIPTION COMPETENCIES Inclusion and CollaborationAgilityCustomer First FocusAccountabilityLeading 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. If this role excites you, we encourage you to apply. 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, this posting is for an existing, currently available position. In accordance with Ontario transparency requirements, this posting is for an existing, currently available position. Job Type: Full Time Location: ON Toronto - CN030

What you’ll do

The representative is responsible for managing a portfolio of customer accounts through proactive collections and timely reconciliation. They must also negotiate payment arrangements and collaborate with internal teams to resolve disputes and ensure compliance.

Requirements

Candidates must have at least 2 years of related experience and a high school diploma or equivalent. Strong communication, organizational, and Microsoft Office skills are required for this role.

Benefits

• Competitive compensation • Comprehensive benefits • Professional development

Listed skills

• Collections · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Negotiation · Preferred
• Documentation · Preferred
• Communication · Preferred
• Multi-Tasking · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Collections
• Customer service
• Business writing
• Communication
• Negotiation
• Account reconciliation
• Microsoft Office
• Word
• Excel
• Organizational skills
• Multi-tasking
• Problem solving
• Documentation
• Cash forecasting
• Collection Processes
• Continuous Development
• Organizational Skills
• Microsoft Word
• Microsoft Excel
• Reconciliation
• Internal Controls
• Management
• Business Writing
• Customer Service
• Consulting
• Customs Broking
• Equities
• Financial Services
• Forecasting
• International Trade
• Freight Forwarding
• Leadership
• Market Data
• Multitasking
• Operations
• Professional Communication
• Remittance
• Prioritization
• Enthusiasm

Job areas

• Finance & Accounting
• Customer Service & Support
• Logistics
• Patient Financial Services Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents