Account Setup and Onboarding Specialist

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.