Client Financial Services Representative
3 days ago
**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: QC St. Laurent Liesse Rd - CN026
**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**:
- 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 experience**EDUCATION**:
- Required: High School/GED or equivalent**CERTIFICATIONS DESCRIPTION**:
**COMPETENCIES**:
- Inclusion and Collaboration- Agility- Customer First Focus- Accountability- Leading and DevelopingLivingston is proud to be an equal opportunity workplace.
-
Client Service Representative
7 months ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
7 months ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
6 days ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
2 days ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
2 days ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
7 months ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
6 months ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
7 months ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
5 hours ago
Saint-Laurent, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
5 days ago
Saint-Félicien, Canada National Bank Full timeJob DescriptionA dynamic opportunity awaits you as a Financial Services Representative at National Bank, where you will play a key role in delivering exceptional client experiences and driving business growth.About the RoleListens to clients' needs and resolves complex situations.Provides advice and offers solutions for personal and small business clients to...
-
Saint-Jean-sur-Richelieu, Quebec, Canada CIBC Full timeClient Success ProfessionalWe're looking for talented professionals who are dedicated to delivering exceptional client experiences. As a Financial Services Representative II at CIBC, you'll be part of our Personal and Business Banking team, working in a fast-paced banking centre where you'll make a meaningful difference in our clients' lives.
-
Client Service Representative
4 weeks ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
7 months ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Services Representative
7 months ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Agent
2 weeks ago
Saint-Laurent, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Client Service Representative, Small Business
7 months ago
Saint-Laurent, Canada Payworks Inc. Full timeDoing business to business, person to person. Payworks is a leading workforce management solutions provider and multi-year winner of the Canada’s Best Managed Companies program. We are proud to be Canadian owned and operated, committed to developing world-class products and providing a progressive workplace culture where **Doing Right by People**_ _is our...
-
Financial Services Representative
4 weeks ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
7 months ago
Saint-Hyacinthe, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
7 months ago
Saint-leonard, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
7 months ago
Saint Stephen, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
