Account Setup and Onboarding Specialist( customs)
Livingston International Voir toutes les offres
- Fort Erie, ON
- Permanent
- Temps-plein
- In a professional manner, contact clients as required to provide assistance to obtain missing or incomplete documentation, or provide information and instructions for completing required documentation inputs.
- Verifies documentation accuracy for account set up.
- Coordinate all steps of the account set-up process to meet internal service level agreements.
- Act as a liaison within LII departments to ensure new clients are set up timely and accurately.
- Audit the operating system for new account and service to ensure set-up is per client’s LCSA.
- Ensure On-boarding welcome package documents are provided to the client timely.
- Provide administrative assistance in support of onboarding process: schedule meetings, take minutes, update onboarding tracker and objects in the operating system.
- Provide clerical support to Sales, Freight Operations and CSM during onboarding to help document client SOPs and ESPs.
- Identify opportunities to set-up or convert new accounts to realize the benefits of internal cost saving options.
- Provide clerical support during onboarding to log eTeam projects in the operating system.
- Create and update files and notes in the applicable LII operating systems on an ongoing basis.
- Coordinate documentation required to support client legal entity name and/or business number change(s).
- Partner with Sales, Freight Operations and/ CSM during onboarding to identify account modifications and make adjustments accordingly within systems and/or appropriate department.
- Provide punctual support and follow-up to new client throughout onboarding.
- Support new account transition to the Operations and Service team by introducing the SOP document to provide specific client details.
- Monitor and action all related email and work queues timely, including mailboxes NCSS/individual are member to.
- Prioritizes work in accordance with client and customs requirements as assigned and in compliance with Livingston standards.
- Escalates client setup and onboarding concerns to the Managerial Department Leads for resolution.
- Prepares and submits individual performance statistics.
- Participates fully with other team members in the day-to-day Client Service Support Services operations.
- Endeavor to utilize and take advantage of system automation tools which make it easier for clients to do business with Livingston.
- Strong Client service skills Bilingual, if required.
- Good oral and written communication skills.
- Excellent organizational skills.
- Excellent analytical and problem-solving skills.
- Strong Project Management skills.
- A high level of accuracy.
- Sound Livingston solution and technology knowledge and expertise.
- Advance skill in Microsoft Office.
- Ability to make decisions and recommendations within job scope.
- Knowledge of company policies/procedures, company credit policies, client data, etc.
- General knowledge of customs regulations.