Junior Client Experience & Onboarding Specialist

Latitude Accountants; Sydney; On-site; AUD 50,000 - 60,000; Full time

Benefits offered by this job

On-site gym at office

Weekly training sessions

Bonus opportunity

Career progression to Coordinator/Sen/

Job summary

Latitude Accountants is seeking a dedicated onboarding specialist for our Sydney Olympic Park office. You’ll work closely with the Client Experience Coordinator and Manager to learn our modern accounting firm systems and processes.

You will onboard new clients, keep the onboarding on track, and enter client data across XPM, Xero, Zoho, CAS360, HowNow and HubSpot. Eligible for a clear career path with weekly training and a supportive team atmosphere.

Qualifications

• Solid attention to detail and accuracy in onboarding processes.
• Organized, proactive, and persistent in following up tasks.
• Clear, professional written and spoken communication.
• Comfortable learning new software and systems quickly.
• Experience in accounting/admin/customer service is a plus.

Responsibilities

• Onboard new individual and business clients from proposal to completion.
• Maintain contact to keep onboarding on track.
• Prepare onboarding documents and follow procedures (ethical clearance requests, address checks, storage, setup).
• Enter client information across XPM, Xero, Zoho, BGL CAS360, HowNow and HubSpot.
• Assist with structure diagrams, Ezidebit setup and onboarding tracking.
• Coordinate with offshore team to ensure steps are completed correctly.
• Set up client entities and system configurations per firm processes.
• Process client requests, updating client details across systems.
• Follow up on outstanding requests to ensure nothing slips through the cracks.
• Support ATO and ASIC registrations, forms and enquiries.

Skills

Attention to detail

Organized

Proactive communication

Tech-savvy

Client onboarding

Tools

XPM

Xero

Zoho

BGL CAS360

HowNow

HubSpot

Job description

Latitude Accountants is seeking a dedicated onboarding specialist for our Sydney Olympic Park office. You’ll work closely with the Client Experience Coordinator and Manager to learn our modern accounting firm systems and processes.

You will onboard new clients, keep the onboarding on track, and enter client data across XPM, Xero, Zoho, CAS360, HowNow and HubSpot. Eligible for a clear career path with weekly training and a supportive team atmosphere.