Account Setup and Onboarding Specialist

Livingston International; Fort Erie; Hybrid; CAD 39,000 - 59,000; Full time

Job summary

Livingston International, North America’s leading customs brokerage and trade compliance company, seeks talent to support onboarding and client setup. The role collaborates with Sales, Freight Operations and CSM to document client SOPs and ESPs, ensuring timely onboarding and accurate system updates across multiple departments.

Base on onboarding tasks, you will coordinate documentation, maintain trackers, and provide punctual support to clients.

Qualifications

• Good oral and written communication skills.
• Excellent organizational skills.
• Excellent analytical and problem-solving skills.
• A high level of accuracy.
• Sound Livingston solution and technology knowledge and expertise.
• Advanced 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.

Responsibilities

• Contact clients 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 setup per client’s LCSA.
• Ensure onboarding 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.

Skills

Communication skills

Organizational skills

Analytical skills

Attention to detail

Microsoft Office

Decision making

Company policies knowledge

Customs regulations

Job description

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Join Livingston and grow your career in the constantly changing world of international trade. Livingston is amarket leaderoffering customs brokerage, international trade consulting,complianceand freight forwardingservices aroundthe world. Livingston has over 3,000 employees at more than 90 key border crossings,sea ports,airports andother 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 SUMMARY

North America’s number one company focused on customs brokerage and trade compliance, Livingston International also offers consulting and global trade management services as well as international freight forwarding across North America and around the globe.

KEY DUTIES & RESPONSIBILITIES

• 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.
  

KNOWLEDGE & SKILLS

• Good oral and written communication skills.
• Excellent organizational skills.
• Excellent analytical and problem-solving 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.
  

WORK EXPERIENCE – MINIMUM REQUIRED

EDUCATION

CERTIFICATIONS DESCRIPTION

COMPETENCIES

Business Acumen and Straight Talk

Agility

Customer First Focus

Inclusion and Collaboration

Accountability

Leading and Developing

At Livingston, we are committed to fostering a flexible, growth-oriented environment where you can thrive. Our culture is built on respect, recognition, and collaboration, and we empower our team with trusted expertise, continuous learning opportunities, and long-term support. We offer competitive compensation, comprehensive benefits, and a transparent pay philosophy aligned with market data and job-related factors.

Base salary is one component of our total rewards package which also includes incentive opportunities, benefits, and professional development. Salary ranges are established by location and reflect relevant factors such as skills, experience, and market conditions. The good-faith salary range for this position is 39,370-59,200 CAD. Actual compensation will be determined based on these factors and may vary accordingly.

Diversity, Equity, and Inclusion at Livingston

We are proud to be an inclusive employer and welcome applicants of all backgrounds, experiences, and perspectives. We know some candidates, especially women and people of color, may hesitate to apply unless they meet every requirement.

Livingston is an equal opportunity employer committed to fostering an inclusive and accessible workplace. Accommodations are available throughout the recruitment process for applicants with disabilities. If you require an accommodation, please advise when submitting your application. In accordance with Ontario transparency requirements, t his posting is for an existing, currently available position. In accordance with Ontario transparency requirements, this posting is for an existing, currently available position.