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Account Setup and Onboarding Specialist at Livingston International | JobVerse
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Account Setup and Onboarding Specialist
Livingston International
Website
LinkedIn
Account Setup and Onboarding Specialist
Canada
Full Time
1 week ago
No H1B
Apply Now
Key skills
Project Management
Communication
Sales
About this role
Role Overview
Contact clients to assist with missing or incomplete documentation.
Verify documentation accuracy for account set up.
Coordinate account set-up process to meet service level agreements.
Act as a liaison within departments to ensure clients are set up timely.
Audit operating system for new accounts and services.
Ensure onboarding welcome package documents are provided to clients.
Provide clerical support to Sales and Operations during onboarding.
Log eTeam projects and coordinate documentation for client changes.
Monitor and action all related email and work queues.
Requirements
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.
Knowledge of company policies/procedures, company credit policies, client data, etc.
General knowledge of customs regulations.
Benefits
Accommodations are available for applicants and employees with disabilities throughout the recruitment process.
Apply Now
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