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Client Onboarding Specialist

Job details

Location:
Salary: Up to $90K dependent on experience
Job Type: Permanent
Discipline:
Reference: 1611947
Posted: 22 days ago

Job description

Client Services & Administration Coordinator

Brisbane CBD | Monday–Friday, Standard Office Hours | $75,000–$90,000 + Super (depending on experience)

An exciting opportunity is available for an experienced  client services professional to join a growing professional services environment. This role is ideal for someone who thrives in a fast-paced office, enjoys balancing client interaction with operational administration, and has experience supporting accounting, business advisory, tax, or corporate services teams.

Key Responsibilities
Client Onboarding & Compliance
  • Manage the end-to-end onboarding process for new clients, ensuring a seamless and professional experience
  • Act as a key point of contact for clients during onboarding, providing clear communication around requirements, timelines, and next steps
  • Prepare engagement documentation, conflict checks, compliance documentation, and client setup packs
  • Coordinate identity verification processes, document collection, and regulatory requirements
  • Assist with ASIC administration, company setups, entity maintenance, and corporate compliance activities
  • Work closely with internal stakeholders to ensure onboarding requirements are completed efficiently and compliantly
About You
To be successful in this role, you will ideally bring:
  • Minimum 2 years’ experience in administration, client onboarding, corporate services, or practice support
  • Previous experience within an accounting firm, financial services is essential 
  • Strong knowledge of  ASIC, ATO processes, company registrations, or compliance administration
  • Exposure to AML requirements and procedures
  • Experience using practice management systems such as Xero Practice Manager (XPM), FYI Docs, or similar systems highly regarded
What’s on Offer
  • Brisbane CBD location with excellent public transport access
  • Competitive salary package of $75,000–$90,000 + Super depending on experience
  • Standard Monday–Friday office hours
  • Opportunity to join a collaborative, professional team with strong career growth potential
Apply below!

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