Exceptional service doesn't happen by accident.
At MB+M, our Client Services Coordinators are an essential part of the client experience.
They're the people who keep things organised, build strong client relationships, support our advisers and accountants, and ensure every interaction reflects the high standard our clients expect.
We're currently seeking a Client Services Coordinator to join our team. This role may support our accounting team, Wealth Creation team, or both, depending on your skills and experience.
If you're someone who takes pride in being organised, enjoys helping people, thrives in a rapid-paced environment and genuinely cares about delivering exceptional client service, we'd love to hear from you.
What You'll Be Doing
No two days are exactly the same.
You may be:
Supporting accountants and financial advisers with client administration
Coordinating client appointments and follow-up activities
Managing client communications and correspondence
Maintaining accurate client records and databases
Liaising with clients, government agencies and service providers
Assisting with workflow coordination and document preparation
Helping ensure clients receive a professional, responsive and positive experience every time they interact with MB+M
We're Looking for Someone Who:
✔ Loves helping people
✔ Takes ownership and follows things through
✔ Has exceptional attention to detail
✔ Is reliable and dependable
✔ Enjoys being part of a team
✔ Can adapt when priorities change
✔ Thrives in a busy and varied environment
✔ Communicates professionally and confidently




✔ Takes pride in delivering outstanding client service
Experience We'd Value
We'd love to hear from people with experience in:
Reception, customer service, office administration, client service roles, banking or financial services, professional services environments, medical or legal administration
Previous experience in Accounting or Financial Planning would be highly regarded but is not essential.
If you can deliver great service, stay organised and enjoy working with people, we'll help you learn the rest.
Why MB+M?
At MB+M, we're proud to be a people-first organisation.
We're a locally owned professional services firm that believes great outcomes come from great people working together.
Our team enjoys:
A friendly and supportive workplace
Active social club and team events
Diverse and meaningful work
Recognition and reward initiatives
Discounted firm services
Career growth opportunities
Most importantly, you'll join a team that genuinely enjoys working together and takes pride in helping clients achieve their goals.
Sound Like You?
If you're looking for more than "just another admin job" and want to be part of a high-performing, supportive team that values people, professionalism and exceptional client experiences, we'd love to hear from you.
Apply today or contact Kali Frost, HR Manager for a confidential discussion about this role, via email on
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or our website: MB+M: / or check us out on socials.
MB+M is managing this recruitment process directly. We kindly ask that recruitment agencies do not contact us regarding this role. Please note that sponsorship is not available for this position.

📌 Administration & Client Services Coordinator (Shepparton)
🏢 MB+M
📍 Shepparton