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Account Transition Coordinator

Account Transition Coordinator

Willson InternationalLaredo, TX, US
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Job Description

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

Duties :

  • 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

    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

    • Why you’ll love it at Willson

  • Remote environment, with a home internet reimbursement
  • 3 weeks paid vacation for all new hires
  • Company-matching 401K program
  • We care about your loved ones too – that’s why we offer paid maternity / paternity leave top-ups, family medical benefit coverage, and Compassionate Care top-ups
  • Change is crucial to success – it’s never a dull moment here! We offer trainings, and cover the cost of certifications so you can adapt to change with your best foot forward
  • Oneteam is essential to our corporate identity – we only succeed if we work together. That’s why we take the time to recognize the value of our staff, and celebrate the big moments together (like service anniversaries, weddings, and cute things, like puppies and babies).

    • The job posting is addition to the head count

    Salary will be consummate to experience and education and will generally fall within the range of $54,000 - $60,000 per annum.

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    Account Coordinator • Laredo, TX, US