Client Financial Services Representative

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

EDUCATION

CERTIFICATIONS DESCRIPTION

COMPETENCIES