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Client Services Representative for Finance
2 weeks ago
The Client Services Representative will work to build, maintain and strengthen a company's relationship with a client. They work with clients to build strategies to overcome any challenges their business may face. They communicate with clients to better understand what goals they aim to accomplish and demonstrate how their company's product or service can help them meet these objectives and benefit their business.
YOU WILL:
- Ensure reports are created and transmitted to clients on a timely basis
- Complete payment and file reconciliations, when required
- Log applicable tickets within Service Desk on behalf of the department
- Lead and execute client audits and their deliverables, when required
- Maintain accurate portfolio work instructions and ensure they are reviewed on a quarterly basis
- Conduct initial and refresher training on your assigned portfolios to other Client Service Representatives
- Required to adhere to the clients Service Level Agreements (SLA's) for reporting and ensure they are all met in a timely manner and complete
- Maintain Client Quality Plans
- Complete required Total Compliance Training as issued within Workday Learning
- Required to be a team player, not only within the Client Service Department, but all connecting departments such as and not limited to Operations, Information Processing, Finance, Compliance, Administration etc.
- Ensure all required correspondence (including direct payment advisory forms, complaints, close out requests, etc.) are exchanged with clients on a daily basis
- Respond to client requests promptly, professionally, and in a manner consistent with the Company's Mission Statement, Promise of Performance, and Company Policy
- Identify any cases of malpractice where Company Policy or collection legislation is not being followed, and inform the appropriate MC, Compliance and/or the Training Department that individual training for the collector or tracer is required
- Log and action internal query forms on the Internal Query system
- Complete correspondence for agents, tracer agents, and MCs/Directors/Vice Presidents as required, and/or review all outgoing documents for spelling and grammar before forwarding them to their intended recipient
- Champion company core values and other company programs
- Other duties as assigned
ABOUT YOU:
- Degree in Finance or related studies
- Minimum six months successful experience in a client service role in the Company, or equivalent experience outside of the Company
- Previous supervisory or managerial experience (preferred)
WHY WORK WITH US
- We offer a competitive salary for your work experience
- Life Insurance and Health Benefits available
- Ongoing training / personal development
- Amazing work culture where you can learn and grow
WHERE ARE WE
We have offices across the Globe – North America (Newmarket, Ontario; London, Ontario; Montreal, Quebec); USA (Richmond, Virginia); Manila, Philippines; San Jose, Costa Rica; Glasgow, UK – please visit our website for additional information
CHECK US OUT FOR YOURSELF
Twitter & Instagram: @bgocareers
Website –
Our company was founded in 1955 in Toronto, Ontario, by John Rae. Originally operating as Allied International Credit (AIC), and focusing solely on accounts receivable management, the company quickly established roots in the U.K., and branched into the customer service realm.
After decades of growth, the company changed hands but stayed in the family, when David Rae (John's son), along with an investment team, purchased AIC from John.
The family mentality has certainly stayed with the company, reflecting in the growth the organization has experienced since the very beginning...
We Help You Grow Your Business
Bill Gosling Outsourcing develops customer communication solutions for every part of the customer lifecycle, from start to end.
68 Years in Business5500+ Team Members7 Offices Worldwide
Our company was founded in 1955 in Toronto, Ontario, by John Rae. Originally operating as Allied International Credit (AIC), and focusing solely on accounts receivable management, the company quickly established roots in the U.K., and branched into the customer service realm.
After decades of growth, the company changed hands but stayed in the family, when David Rae (John's son), along with an investment team, purchased AIC from John.
The family mentality has certainly stayed with the company, reflecting in the growth the organization has experienced since the very beginning...
We Help You Grow Your Business
Bill Gosling Outsourcing develops customer communication solutions for every part of the customer lifecycle, from start to end.
68 Years in Business5500+ Team Members7 Offices Worldwide
Show more
Perks and benefits
Medical
Miscellaneous allowance
Vision
Life Insurance, HMO for you and your 2 Dependents,
Don't provide your bank or credit card details when applying for jobs.
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