Account Setup and Onboarding Specialist

Account Setup and Onboarding Specialist 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 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 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. WORK EXPERIENCE – MINIMUM REQUIRED EDUCATION CERTIFICATIONS DESCRIPTION COMPETENCIES Business Acumen and Straight TalkAgilityCustomer First FocusInclusion and CollaborationAccountabilityLeading 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. If this role excites you, we encourage you to apply. 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, this posting is for an existing, currently available position. In accordance with Ontario transparency requirements, this posting is for an existing, currently available position. Job Type: Full Time Location: ON Fort Erie - CN050

The specialist coordinates the account setup and onboarding process for new clients, ensuring all documentation is accurate and compliant with service level agreements. They act as a liaison between departments and provide administrative support to sales and operations teams throughout the transition.

Candidates should possess strong client service, analytical, and project management skills, along with advanced proficiency in Microsoft Office. A general knowledge of customs regulations and excellent communication abilities are required to effectively support the onboarding process.

• Competitive compensation • Comprehensive benefits • Professional development

• Time managementPreferred
• Customer servicePreferred
• Problem solvingPreferred
• Administrative SupportPreferred
• interpersonal skillsPreferred
• Attention to detailPreferred
• Microsoft OfficePreferred
• Data entryPreferred
• Communication SkillsPreferred
• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Client service
• Communication skills
• Organizational skills
• Analytical skills
• Problem-solving
• Project management
• Microsoft Office
• Customs regulations
• Documentation accuracy
• Administrative support
• Data entry
• Time management
• Attention to detail
• Interpersonal skills
• Customs Regulations
• Administrative Support
• Continuous Development
• Credit Policies
• Support Services
• Professionalism
• Organizational Skills
• Auditing
• Automation
• Multilingualism
• Business Acumen
• Management
• Clerical Works
• Customer Service
• Communication
• Consulting
• Customs Broking
• Operating Systems
• Equities
• Sales
• International Trade
• Freight Forwarding
• Leadership
• Air And Ocean Freight Forwarding
• Problem Solving
• Market Data
• Project Management
• Operations
• Service-Level Agreement
• Statistics
• Trade Compliance

• Logistics
• Customer Service & Support
• Administrative
• Consulting
• Finance & Accounting
• Human Resources Onboarding Specialist
• Human Resources Specialist
• Personnel and Careers Professionals
• Human Resources Specialists

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week