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Manager, Client Financial Services
2 weeks ago
**Manager, Client Financial Services**
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 Manager, Client Financial Services (CFS) manages the accounts receivable and collections activities for an assigned portfolio of client accounts by managing a team of CFS Representatives. This includes (but is not limited to) monitoring, identifying, and addressing issues of assigned accounts, maintaining a strong cash flow through efficient collections; achieving and/or exceeding departmental goals; mitigating financial risk; ensuring compliance with departmental policies and procedures; and leading, coaching and developing staff.
**KEY DUTIES & RESPONSIBILITIES**:
- Manage all aspects of collection activities which includes (but is not limited to) ensuring adherence to departmental policies and procedures; negotiating payment terms while maintaining client goodwill; and facilitating dispute resolution.
- Determine appropriate course of action for dealing with delinquent accounts; escalate internally with Account Management or with the client to determine the root cause and potential solutions.
- Identify and recommend account balances or amounts to be transferred to third party collections and/or added to allowance for doubtful accounts.
- Recommend credit line increases, decreases and/or removal, outside of approved guidelines.
- Conduct regular meetings with CFS Representatives and/or Supervisor to review account receivables portfolio and discuss any issues or concerns on accounts.
- Monitor collector productivity through various reports and KPI’s.
- Work closely with the Credit Services department and other business units i.e. Account Management, Client Service, Operations, etc. to ensure client service satisfaction.
- Identify and recommend areas of improvements within standard operating procedures and departmental policies and procedures in order to enhance efficiencies. Implement and monitor the processes within team.
- Lead, motivate, and mentor staff.
- Evaluate and complete individual performance evaluations. Recommend training where required.
- Recruit, interview and hire staff. Consult with Human Resources about employee relations including disciplinary action.
- Prepare and analyze various reports on a periodic basis or as requested for management.
- Perform other related duties as assigned by management including project support.
- Adhere to established policies and procedures.
**KNOWLEDGE & SKILLS**:
- Solid knowledge of credit, collections and accounts receivable processes and procedures.
- Strong conflict resolution skills; excellent research, analytical and problem-solving capabilities to ensure problems, complaints, and inquiries are handled tactfully, effectively and promptly; ability to recommend win-win solutions.
- Excellent communication (oral & written), organizational and negotiating skills.
- Strong relationship building skills with all levels of management and clients (internal & external).
- Strong people management skills including leading, performance management, mentoring, coaching and developing teams.
- Excellent judgment and decision-making capabilities.
- Proficient in MS Office - Word and Excel and accounting system.
**WORK EXPERIENCE - MINIMUM REQUIRED**:
- 5 years of related experience- Team management experience**EDUCATION**:
- Required: Associates Degree or post-secondary education in Finance or Accounting**CERTIFICATIONS DESCRIPTION**:
**COMPETENCIES**:
- Customer First Focus- Accountability- Agility- Leading and Developing- Inclusion and CollaborationAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
