Client Services Coordinator Brisbane Accounting / Advisory Firm Up To $85K + Benefits

• 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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