• Coordinate all aspects of new U.S. client activation, ensuring systems, documentation, and operational workflows are fully aligned with CBP requirements • Review, validate, and process U.S. Customs Power of Attorney (POA) documentation in accordance with 19 CFR §141.32 • Ensure all regulatory, financial, and compliance documentation (e.g., terms and conditions, credit applications) is properly completed and stored • Support the development of client-specific SOPs and operational training to ensure seamless handoff and execution by the U.S. operations team • Assist Client Services with initiatives such as time-sensitive client communications, regulatory updates, and service notices • Support proactive outreach efforts to improve client engagement and service transparency • Take ownership of selected client accounts requiring quarterly or annual business reviews; coordinate agendas, track outcomes, and ensure alignment with client expectations • Act as the first point of contact for U.S. brokerage clients with operational questions directed to Client Services • Manage communication and resolution of client issues, escalating to the Manager of U.S. Operations when necessary • Recommend improvements to onboarding workflows, documentation practices, and service touchpoints