CLIENT SERVICES COORDINATOR – BRISBANE– ACCOUNTING / ADVISORY FIRM – UP TO $85K + BENEFITS (Job ID 1240)

Are you keen to own the client onboarding journey in a growing advisory firm?
Are you looking to work closely with senior advisors in a collaborative team?
Are you after flexible work and genuine career growth?

THE COMPANY

Our client is a progressive Australian professional services firm known for delivering high-quality advisory, tax and specialist consulting services to a diverse client base. With a collaborative and forward-thinking culture, the firm supports businesses in navigating complex financial and strategic challenges while maintaining a strong focus on relationships and long-term value.

Their growing advisory division works closely with clients across a range of industries, providing practical solutions and trusted guidance.

THE OPPORTUNITY

This is an excellent opportunity for an organised and client-focused professional to take ownership of the onboarding process within a dynamic advisory environment.

In this role, you will manage the end-to-end onboarding journey for new advisory and tax clients, ensuring all administrative, regulatory and quality requirements are completed efficiently and accurately. Acting as the key contact during the onboarding phase, you will coordinate internal teams and guide clients through each step before their engagement transitions into ongoing service delivery.

You will work closely with senior advisors, accountants and corporate services teams to ensure onboarding processes align with engagement scope, compliance obligations and internal quality standards.

DUTIES AND RESPONSIBILITIES

Manage the end-to-end onboarding process for new advisory and tax clients
Act as the primary point of contact for clients during the onboarding stage
Prepare engagement documentation including engagement letters, ethical checks and conflict documentation
Coordinate Proof of Identity (POI) processes and client documentation requirements
Establish and maintain accurate client and entity records across internal systems and CRM platforms
Ensure clients are properly set up within relevant systems and government portals
Collate and finalise onboarding documentation prior to engagement commencement
Liaise with internal stakeholders to ensure onboarding aligns with engagement scope and client expectations
Assist with compliance requirements including AML/CTF obligations and regulatory standards

EXPERIENCE SKILLS AND QUALIFICATIONS REQUIRED

Previous experience in a client onboarding, administration or practice support role within professional services
Exposure to accounting, tax or advisory environments highly regarded
Strong organisational skills with exceptional attention to detail
Confident communicator with the ability to manage client interactions professionally
Proficiency in Microsoft 365 and familiarity with practice management or CRM systems
Experience working with government portals or compliance processes advantageous
Ability to coordinate multiple tasks while maintaining accuracy and efficiency

THE SUCCESSFUL CANDIDATE

Flexible and hybrid working arrangements
Additional leave benefits and wellbeing initiatives
Ongoing professional development and study support
Collaborative and supportive team environment
Recognition programs and regular team events
Competitive referral incentives for employees and clients
Clear opportunities for long-term career growth within a growing professional services firm

Please note: This job is based in Australia therefore, only candidates who are Australian or NZ Citizens or permanent residents of Australia will be considered.

HOW TO APPLY

Submit your résumé in a word document (not PDF) format and application letter now by clicking the 'Apply To This Job' button.

For inquiries regarding this or other positions, we invite you to contact us directly on 07 5573 4215.

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