Client Services Coordinator – Brisbane– Accounting / Advisory Firm – Up To $85K + Benefits
Core
Manage the end-to-end onboarding journey for new advisory and tax clients, ensuring all administrative, regulatory, and quality requirements are completed efficiently.
Role type
Client Services Coordinator (Onboarding & Practice Support)
Builds
Client engagement readiness and accurate entity records within internal systems and government portals
Domain
Accounting / Advisory / Professional Services
Deliverable
client delivery
Required skills
Client onboarding management, engagement documentation preparation, Proof of Identity (POI) coordination, CRM and internal system administration, compliance documentation (AML/CTF), stakeholder liaison
Preferred skills
Experience in accounting, tax, or advisory environments, familiarity with government portals, proficiency in Microsoft 365
Responsibilities
Manage end-to-end onboarding process, act as primary client contact during onboarding, prepare engagement letters and conflict checks, coordinate POI processes, establish accurate client records, ensure system setup for new clients, liaise with internal stakeholders, assist with AML/CTF compliance
Seniority
Individual Contributor, operational support
