SUMMARY:

The U.S Account Transition Coordinator is a detail-oriented and client-focused individual who will complete account setups for new accounts transitioning into our customs brokerage operations. This role is critical in ensuring a seamless onboarding experience for new clients, aligning compliance requirements, and establishing efficient customs clearance processes. The ideal candidate will combine functional knowledge of customs regulations, knowledge of project management, and strong communication skills. This role reports to the Supervisor, U.S. Account Transition and works in a predominately remote environment.
Location: Remote in New York, Michigan, or Texas
Shift: Monday to Friday - 9am - 5pm

KNOWLEDGE AND EDUCATIONAL REQUIREMENTS:

• High School Diploma required. College and or University Degree in Business Administration is an asset.
• US Customs Brokers License is an asset.
• NCBFAA Certified Customs Specialist is an asset.
• Minimum three (3) years in customs brokerage, with a focus on client onboarding or account management
• Strong working knowledge of US import/export regulations and HTS classification.
• Excellent communication and interpersonal skills
• Proficiency in customs brokerage software and Microsoft Office Suite
• Strong organizational and project management abilities
• Ability to work independently and manage multiple priorities

• NEW ACCOUNT ONBOARDING: Serve as a supporting point of contact for new clients during the transition phase, ensuring all documentation, compliance, and commodity specific requirements are met.
• CUSTOMS COMPLIANCE: Review and validate import/export documentation to ensure compliance with U.S. Customs and Border Protection (CBP) and other government agency regulations.
• PROCESS SETUP: Collaborate with internal departments (sales, operations, IT) to configure account-specific workflows, integration setups, and reporting tools.
• CLIENT TRAINING & SUPPORT: Support business analysts and the Supervisor, U.S. Account Transition with any necessary details and/or specialized SOPs defined at setup to allow for a successful customer training and support at go live. Occasionally assist with client education on customs procedures, documentation requirements, and system usage to ensure a smooth start to their operations.
• ISSUE RESOLUTION: Identify and resolve or, when necessary, escalate any issues that arise during the transition period.
• DOCUMENTATION & RECORDKEEPING: Maintain accurate records of all onboarding activities, including client communications, compliance checks, and system configurations.
• CONTINUOUS IMPROVEMENT: Provide feedback to improve onboarding processes and enhance client experience.
• INTEGRATION SETUP: Developed detailed customer profiles to support the implementation of proprietary integrated solutions, ensuring a seamless transition through comprehensive training and support for integration staff