Client Onboarding Coordinator
A coordinator who runs the engagement onboarding cycle, so a new client is ready to work with quickly and cleanly.
- Engagement
- Full-time, managed Employer of Record
- Working hours
- Full-time, with core overlap across Australian Eastern business hours
- Sector
- Professional Services
- Experience level
- Two or more years in client onboarding, practice administration, or professional services support. Mid-level.
- Engagement letters drafted from templates and tracked to signature
- Identity, KYC, and AML evidence collected and filed
- Client records created and structured in the practice system
- Conflict checks coordinated and recorded
- Weekly onboarding pipeline reporting
- A practice management system, for example FYI, Xero Practice Manager, Karbon, or APS
- A document management system or SharePoint
- Microsoft 365
- An identity verification tool, within your process
Why this role exists
The gap between agreeing an engagement and getting started is full of admin: engagement letters drafted, identity and source-of-funds evidence collected, conflicts checked, the client set up in the practice system. Left to fee earners, it slows revenue and creates risk. Done properly by a dedicated coordinator, it moves quickly and cleanly.
A client onboarding coordinator runs that handover so new clients are active sooner and fee earners stay on the work.
A day in the role
- Draft engagement letters for two new clients from template against scope.
- Chase outstanding KYC documents from three onboarding clients.
- Coordinate conflict checks for a new matter and record the outcome.
- Set up the client and matter in the practice system, including billing structure.
What good looks like at 90 days
New clients are onboarded within the firm's target timeframe, evidence files are complete before work starts, conflict checks are recorded for every matter, and partners see a clean weekly pipeline.
Sector context
This role sits inside our professional services sector work, alongside bookkeeping, practice administration, and document production.
The Arcbridge difference
You direct the work. Arcbridge holds the employment.
Australian workplace law considers the real working relationship between a business and a worker, not only the contract label. Where an Australian business directly engages an offshore contractor and the practical working relationship resembles employment, classification and Fair Work questions can arise. The Fair Work Commission has scrutinised arrangements of this kind.
Arcbridge is designed to reduce the practical risks of informal offshore contractor arrangements by placing employment, payroll, leave, HR administration, and employment-side process inside a managed structure. Arcbridge or its nominated employment entity employs the team member. The client receives capability and outputs through a service agreement rather than directly engaging an offshore worker.
This is the difference between an informal offshore engagement and a structured offshore team. It is general information only, and is not a substitute for tailored legal, workplace relations, tax, or migration advice on a client's specific arrangements.
Core responsibilities
- Draft engagement letters from templates against agreed scope and fees
- Collect, verify, and file identity, KYC, and AML evidence to your process
- Coordinate conflict checks and record the outcome
- Create and structure client records in the practice system
- Set up billing, timekeeping, and matter folders
- Track onboarding tasks through to completion
- Report weekly on the onboarding pipeline
What this role is not
Clear scope protects the placement. These sit outside this brief, and we will say so before a call rather than after.
- This role administers onboarding to your process. It does not provide legal, tax, financial, or regulatory advice, which are matters for the appropriate professional.
- It does not approve engagements or sign letters. Approval stays with the responsible partner.
- It is not a fee-earning role.
Best-fit profile
- Two or more years in client onboarding, practice administration, or professional services support
- Methodical and accurate with documents and verification
- Strong written English for engagement letter drafting
- Discreet with sensitive identity and financial information
What Arcbridge screens for
Depth is the differentiation. These are the capabilities we test before a name reaches your shortlist.
Document discipline
We test careful, accurate document drafting from templates, because a sloppy engagement letter creates problems later.
Verification care
We screen for the habit of checking identity and source documents properly, not just filing them.
Written English
We assess clear, professional written communication with clients during onboarding.
Handling sensitive data
We look for discretion and judgement with personal and financial information.
How we measure success
The signals we hold this role to. These are quality and throughput measures the team member owns, not promises about your commercial results.
- Engagement letters drafted within agreed timeframes
- Identity and KYC evidence complete before work starts
- Conflict checks recorded for every new matter
- Onboarding pipeline reported accurately each week
Who holds what
The managed structure is the point. You direct the work and own the outputs. Arcbridge holds the employment relationship and everything that comes with it.
You direct
- Your engagement letter templates and KYC and AML standards
- Which conflicts are escalated and to whom
- How matters and billing are set up
Arcbridge holds
- The employment relationship, payroll, and superannuation equivalent
- Leave, performance management, and HR administration
- Onboarding, equipment, and day-to-day pastoral support
The commercial case
Fast, clean onboarding gets engagements active sooner, captures revenue earlier, and reduces the operational risk of patchy KYC. A dedicated coordinator holds the cycle. The managed structure delivers that capability without directly engaging an offshore worker.
Other Professional Services roles
Roles in the same sector that share systems, working hours, or buyer profile.
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View this roleFull-time, managed Employer of RecordProposal and Document Production Specialist
A specialist who turns drafts into clean, on-brand documents and proposals, so client-facing work looks the way the firm wants it to.
View this roleTalk through this role
Place a Onboarding Coordinator.
Send the role brief or describe the work you need covered. We will confirm whether the role fits the Arcbridge model and arrange a 30-minute discovery call within one business day.
This document is general information only and is not legal, migration, registration, clinical, or tax advice. Arcbridge candidates are employed by Arcbridge or its nominated employment entity. The client receives managed offshore support aligned to the agreed role profile, hours, service fee, and reporting arrangements.