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.

Success in this role comes from being organised, dependable and proactive. It's well suited to someone who enjoys managing multiple priorities, maintaining high attention to detail, taking ownership of their work and delivering an outstanding experience for both clients and colleagues.

If you're someone who thrives in a fast-paced environment, enjoys being the person others can rely on and takes pride in getting the details right, we'd love to hear from you.

What You'll Be Doing

No two days are exactly the same.

- 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
- Is highly reliable and dependable
- Takes ownership and follows things through
- Has exceptional attention to detail
- Produces accurate, professional and high-quality work
- 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
- Enjoys coordinating multiple priorities and keeping things organised

Experience We Value

We welcome applicants from a variety of professional environments, including:

- Accounting firms
- Financial planning practices
- Legal offices
- Medical or specialist practices
- Banking and lending
- Professional services organisations
- Client service and administration positions

Previous experience in Accounting or Financial Planning is highly regarded but not essential.

Most importantly, we're looking for someone who is organised, reliable, adaptive to a fast-paced working workplace, eager to learn and committed to building a long-term career in administration and client service.

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.

Before You Apply

This position is:

- Full-time
- Based in our Shepparton office
- Client-focused and team-oriented
- Suited to someone who enjoys administration, organisation and professional services

Please note that sponsorship is not available for this position.

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.

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