Client Lifecycle & Compliance Coordinator

RSM Australia; Albury City Council; On-site; AUD 65,000 - 90,000; Full time

Job summary

RSM Australia is creating a brand-new role to manage the full client lifecycle—from onboarding to offboarding—ensuring each transition is handled with care, accuracy, and full compliance. You will coordinate between clients, partners, managers, internal teams, and external advisors, maintain records, verify identities, and manage documentation in line with firm policies.

The role requires highly organised individuals with strong communication, confidentiality, and ownership, and offers a

Qualifications

• Completion of Year 12 with strong administrative foundations.
• Demonstrated ability to manage multiple priorities and work autonomously.
• Experience in corporate secretarial, governance or compliance roles.
• Strong communication and stakeholder engagement skills.
• Attention to detail and confidentiality in handling client information.
• Ability to learn new systems and adapt to changing processes.

Responsibilities

• Manage end-to-end client onboarding and offboarding workflows.
• Coordinate communications between clients, partners, managers and teams.
• Prepare engagement and disengagement documentation per firm policies.
• Perform AML/CTF, identity verification, conflict checks and ASIC checks.
• Identify and document onboarding/offboarding risks and escalate.
• Maintain and archive client records in practice and document systems.
• Ensure client and billing data accuracy and monitor documentation.
• Provide regular status updates to stakeholders and support team tasks.

Skills

Highly organised

Stakeholder management

Communication skills

Attention to detail

Ownership & accountability

Corporate secretarial experience

Administrative experience

Learning new systems

Education

Year 12 completion

Certificate in Business Administration (Desirable)

Tools

Xero

MYOB

CAS360 / APS / XPM

Job description

RSM Australia is creating a brand-new role to manage the full client lifecycle—from onboarding to offboarding—ensuring each transition is handled with care, accuracy, and full compliance. You will coordinate between clients, partners, managers, internal teams, and external advisors, maintain records, verify identities, and manage documentation in line with firm policies.

The role requires highly organised individuals with strong communication, confidentiality, and ownership, and offers a