Integritas Accountants and Advisers Pty Ltd – Footscray VIC

Client Onboarding Specialist | Own the New-Client Experience | Growing Public Practice

Integritas is a growing accounting and advisory firm, and we're creating a dedicated Client Onboarding Specialist role to take ownership of how every new client joins the firm — from the first "yes" through to a fully set-up, compliant file ready for our accounting team.

This is more than admin. Client onboarding in public practice has become one of the most important processes in the firm — the client's first impression, and increasingly a genuine compliance function.

With the new AML/CTF obligations now applying to accountants and the ATO's client-to-agent linking process, getting onboarding right protects the practice and sets every client relationship up to succeed. We're looking for someone organised, personable and process-driven to own it end-to-end.

Why this role is worth a look:

- Own it end-to-end — build and run the onboarding function,



with the autonomy to shape the process, templates and systems.

- A role with real substance — client acceptance, compliance (AML/CTF, KYC), engagement, ATO/ASIC setup and client care all under one owner.

- Client-facing and valued — you're the welcoming face of the firm and the reason new clients feel looked after from day one.

- A firm that's growing — a up-to-date, systemised practice with a clear path to grow the role as we grow.

What you'll be doing

- Managing the end-to-end onboarding of every new client against a consistent, compliant checklist — from acceptance through to handover.

- Running client acceptance and due diligence — identity verification (KYC), conflict checks, and risk assessment in line with the firm's AML/CTF obligations.

- Preparing and issuing engagement letters, terms of busin

📌 Client Onboarding Specialist (City of Maribyrnong)
🏢 Integritas Accountants And Advisers
📍 City of Maribyrnong