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Client Onboarding Co-ordinator: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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6 Oct 2026 by BO-SMART

Client Onboarding Co-ordinator: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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Job Description

About the Role

Our UK-based client is looking for a highly organised and detail-oriented Client Onboarding Administrator to join their team on a remote basis from South Africa.

The successful candidate must have at least 1 year of hands-on experience working within a UK Accounting Practice and a solid understanding of the processes, documentation and administrative requirements involved in onboarding clients to a UK accounting firm.

You will be responsible for ensuring that new clients are onboarded accurately, efficiently and professionally, while maintaining accurate records and ensuring all required documentation and information is obtained.

Responsibilities

Manage the administrative process for onboarding new clients.
Collect, verify and maintain required client information and documentation.
Complete client onboarding forms and ensure all information is captured accurately.
Assist with UK client identification and compliance/KYC requirements.
Set up new clients on relevant accounting and practice management systems.
Liaise directly with UK clients to obtain outstanding information and documentation.
Communicate with accountants and internal team members throughout the onboarding process.
Ensure client records are accurate, complete and kept up to date.
Follow established onboarding procedures and ensure deadlines are met.
Proactively follow up on outstanding information.
Maintain strict confidentiality when handling sensitive client and financial information.
Provide a professional and positive client experience throughout the onboarding process.

Required Skills

Minimum 1 year of hands-on experience working in a UK Accounting Practice – essential.
Previous experience in client onboarding, client administration or accounting practice administration.
Good understanding of UK accounting practice processes and terminology.
Experience dealing with UK-based clients.
Strong administrative and organisational skills.
Excellent attention to detail and accuracy.
Excellent written and verbal English communication skills.
Strong computer literacy and ability to learn new systems quickly.
Ability to manage multiple clients and deadlines simultaneously.
Ability to work independently in a remote environment.
Experience with Xero or similar accounting platforms.
Experience with UK AML/KYC and client verification procedures.