Client Services Officer (CSO)

The Insight Company Pty Ltd; Maroochydore; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Rooftop terrace

Onsite café

Premium concierge amenities

Bicycle storage

Bicycle maintenance station

End-of-trip facilities

Job summary

The Insight Company Pty Ltd in Maroochydore, QLD is seeking a client services coordinator to centralise tasks, manage onboarding, and maintain compliant client records. You will act as the first contact for clients and drive outcomes from onboarding through to completion.

Ideal candidates will coordinate documentation, perform due diligence, and support ongoing relationships, while learning new systems and improving processes with technology-enabled workflows.

Qualifications

• You’ll thrive in this role if you enjoy building trusted client relationships.
• You’ll thrive in this role if you have strong attention to detail.
• You’ll thrive in this role if you take ownership and follow through on commitments.
• You’ll thrive in this role if you communicate professionally and confidently.
• You’ll thrive in this role if you enjoy learning new systems and technology.
• You’ll thrive in this role if you can prioritise effectively in a fast-paced environment.

Responsibilities

• Take ownership of client matters, acting as the central coordinator for tasks, documentation and stakeholders while driving outcomes from onboarding through to completion.
• Act as the first point of contact for clients, providing professional and responsive support.
• Coordinate client onboarding, including documentation, identity verification, AML/CTF customer due diligence, engagement processes and ongoing compliance requirements.
• Prepare and lodge ASIC documentation, including company registrations, changes to company details and statutory forms.
• Manage the entity lifecycle, including entity establishment, restructuring and closure processes.
• Provide company secretarial services and ASIC compliance management.
• Coordinate the processing and management of ATO, ASIC and other regulatory correspondence and documentation as required.
• Maintain accurate client records, CRM systems and compliance documentation.
• Coordinate client meetings, follow-ups and service delivery, ensuring an exceptional client experience at every stage of the client journey.
• Support ongoing client relationships and identify opportunities to improve the overall client experience.

Job description

The Insight Company Pty Ltd – Maroochydore QLD

You may come from an accounting, legal, financial planning, corporate services or professional services background. Most importantly, you are organised, proactive, solutions-focused and take pride in delivering exceptional client experiences.

You’ll thrive in this role if you:

Enjoy building trusted client relationships.

Have strong attention to detail.

Take ownership and follow through on commitments.

Communicate professionally and confidently.

Enjoy learning new systems and technology.

Can prioritise effectively in a fast-paced environment.

Key responsibilities:

Take ownership of client matters, acting as the central coordinator for tasks, documentation and stakeholders while driving outcomes from onboarding through to completion.

Act as the first point of contact for clients, providing professional and responsive support.

Coordinate client onboarding, including documentation, identity verification, AML/CTF customer due diligence, engagement processes and ongoing compliance requirements.

Prepare and lodge ASIC documentation, including company registrations, changes to company details and statutory forms.

Manage the entity lifecycle, including entity establishment, restructuring and closure processes.

Provide company secretarial services and ASIC compliance management.

Coordinate the processing and management of ATO, ASIC and other regulatory correspondence and documentation as required.

Maintain accurate client records, CRM systems and compliance documentation.

Coordinate client meetings, follow-ups and service delivery, ensuring an exceptional client experience at every stage of the client journey.

Support ongoing client relationships and identify opportunities to improve the overall client experience.

Technology & Innovation:

We embrace technology and continuous improvement. Our team uses leading platforms including Xero, XPM, Ignition, BGL, ATO SmartDocs and Microsoft Copilot to automate routine tasks and create more time for meaningful client interactions. We are looking for someone who enjoys learning new technologies and finding better ways to work.

We believe that where you work should complement how you live:

At The Insight Company, we offer a sophisticated workplace that blends professional excellence with a vibrant coastal lifestyle, located just minutes from the beach.

Our premium facilities at 50 First Avenue, Maroochydore are designed entirely with your wellbeing in mind, making it effortless to balance a high-performing career with your day-to-day wellness.

What you will enjoy here:

Elevate Your Lunch Breaks: Unwind on our rooftop terrace, featuring panoramic coastal views and open-air lounge spaces.

Exclusive Perks: Enjoy an onsite café, premium concierge amenities, secure bicycle storage and a dedicated bicycle maintenance station.

Premium end-of-trip facilities: Access fully equipped shower facilities, drying cupboards, vanity stations and secure electronic lockers.

Whether you start your morning with a beachside jog, cycle to the office, crush an early workout, or unwind at an evening event in the CBD, you’ll enjoy a workplace designed to complement your lifestyle and help you perform at your best.

For the right candidate, we're happy to offer an 8:00am-3:00pm workday, providing a great opportunity to enjoy a rewarding career while maintaining a balanced lifestyle. Salary will be pro rata for the agreed hours.