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 Type: Full Time 


Location: ON Fort Erie - CN050, AB Calgary 18 Ave- CN006, AB Calgary 27th St Trailer- CN057, AB Coutts - CN007, AB Edmonton 17 St - CN039B, AB Edmonton 35 Ave - CN058, AB Edmonton Jasper Ave - CN010, AZ Nogales - US035, BC Abbotsford - CN015, BC Delta - CN038, BC Kingsgate - CN016, BC Richmond - CN054, BC Surrey - CN029, BC Vancouver - CN031, CA El Segundo - US026, CDMX Santa Fe - IN008, Chih Ciudad Juarez - IN007B, FL Miami - US034, GA Atlanta - US008A, GA Savannah Chatham Center Dr - US077, HomeOffice Alberta, HomeOffice Antwerp, HomeOffice Arizona, HomeOffice British Columbia, HomeOffice California, HomeOffice Colorado, HomeOffice Essex, HomeOffice Florida, HomeOffice Georgia, HomeOffice Illinois, HomeOffice Indiana, HomeOffice Kentucky, HomeOffice Limburg, HomeOffice Loiret, HomeOffice Maine, HomeOffice Manitoba, HomeOffice Maryland, HomeOffice Massachusetts, HomeOffice Michigan, HomeOffice Minnesota, HomeOffice Missouri, HomeOffice Nevada, HomeOffice New Jersey, HomeOffice New Mexico, HomeOffice New York, HomeOffice North Carolina, HomeOffice Nova Scotia, HomeOffice Ohio, HomeOffice Oklahoma, HomeOffice Ontario, HomeOffice Pennsylvania, HomeOffice Quebec, HomeOffice Somerset, HomeOffice South Carolina, HomeOffice South Dakota, HomeOffice Staines-Upon-Thames, HomeOffice Surrey, HomeOffice Tamaulipas, HomeOffice Tamil Nadu, HomeOffice Tennessee, HomeOffice Texas, HomeOffice Vermont, HomeOffice Virginia, HomeOffice Washington, HomeOffice Wisconsin, HomeOffice Île-de-France, Hong Kong - IN015, IL Chicago State St - US071, IL Itasca - US021, Kuyavian Bydgoszcz - IN006, LA New Orleans - US051, Loc - Do Not Use, MB Emerson - CN011, MB Winnipeg Boniface Trailer - CN043C, MB Winnipeg Waverley St - CN063, ME Calais - US018, ME Houlton - US028A, MI Port Huron - US067, MI Southfield - US017, MI Taylor MI - US025, MN Rainer - US075, MT Sweetgrass - US059, NB Moncton - CN020, NB St. Stephen - CN027, ND Pembina - US057, ND Pembina Warehouse - US005, NS Halifax Eastern Passage - CN040, NS Halifax Sackville St - CN013, NY Champlain - US019, NY Cheektowaga - US039, NY Massena Border Station - US033, NY Massena Orvis St - US054, NY Tonawanda - US041, NY Valley Stream - US042, ON Burlington - CN003, ON Concord Trailer - CN037, ON Kitchener - CN017, ON Lansdowne - CN019, ON Mississauga - CN005, ON Mount Hope - CN014, ON Niagara-on-the-Lake - CN024, ON Old Castle - CN021, ON Ottawa - CN022, ON Point Edward - CN025, ON Strathroy - CN028, ON Toronto - CN030, ON Windsor - CN034, OffSite COMPASS Aguascalientes Peñuelas, OffSite CSA Baden-Württemberg Edingen-Neckarhausen, OffSite FORD Chihuahua Chihuahua, OffSite FORD Essex Basildon, OffSite FORD Estado de México Cuautitlan Izcalli, OffSite FORD GBTC Tamil Nadu Chennai, OffSite FORD Guanajuato Irapuato, OffSite FORD India Gujarat Sanand, OffSite FORD India Tamil Nadu Chengalpattu, OffSite FORD Mexico City Santa Fe, OffSite FORD North Rhine-Westphalia Cologne, OffSite FORD Saarland Saarlouis, OffSite FORD San Luis Potosi, OffSite FORD TAO TaoYuan City, OffSite FORD Valencia Almussafes, OffSite Ford Sonora Hermosillo, OffSite HYSTER-YALE NC Greenville, OffSite JNJ Mexico City Alvaro Obregon, OffSite JNJ Puebla Huejotzingo, OffSite NIDEC Guanajuato Silao, OffSite NOKIA Estado de Mexico Naucalpan, OffSite TESLA CA Fremont, OffSite WALBRO Sinaloa, Offsite Amazon Estado de México México, Offsite BOMBARDIER Valcourt Quebec, Offsite CBSA Dorval Quebec, Offsite Momentive Shanghai, QC Dorval - CN009, QC Granby - BO013, QC Laval - BO019, QC Montreal McGill St - CN060, QC Philipsburg - BO026, QC Saint-Bernard-de-Lacolle - CN018, QC St. Laurent Cavendish Blvd - CN041, QC St. Laurent Liesse Rd - CN026, QC Stanstead - CN055, SK North Portal - CN004, SK Saskatoon Chappel Trailer - CN042, SP Bairro Boa Vista, Shanghai - IN012, TX Brownsville - US046, TX El Paso TX - US048, TX Houston - US029, TX Irving - US076, TX Laredo McPherson Blvd - US031, TX Laredo Unitec Dr - US016, TX McAllen - US049, TX Mission - US072, VA Norfolk - US010A, VA Sterling - US070, VT Derby Line - US053A, VT Swanton - US040, WA Blaine - US065, WA Kent - US030 


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. 


  • 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.




Business Acumen and Straight Talk
Customer First Focus
Inclusion and Collaboration
Leading and Developing

Livingston is proud to be an equal opportunity workplace.