Looking for a firm that does things a little differently?
Come and join a firm that is known for being a high achieving, client focused, inclusive, fun and collaborative workplace.
About MB+M We are 100% locally owned and operated to ensure the best focus and outcomes for our clients.
The OzPlan Financial Services team at MB+M is seeking a Client Service Coordinator.
You'll play a key role in supporting our Financial Advisors by managing client communications, scheduling, and attending meetings, assisting the Financial Advisors in implementing client plans and helping deliver a high-quality client experience.
If you're organised, detail-orientated, people-focused, and interested in being part of a financial planning team that makes a difference, MB+M is the place for you!
About the role MB+M's Wealth Creation team is on the hunt for an administrative star!
This is a very diverse role where each day will be different as you provide professional and proactive support to our team of financial planning advisors.
The type of person we are looking for: Do you have a passion for helping people through amazing customer service?
Are you a diligent and driven individual?
By nature, are you a positive and team-oriented person?
Do you have an exceptional work ethic and professionalism?
Have you been told you have great time management and organisational skills?
Do you enjoy working within a fantastic team and collaborating to meet goals?
Are you an adaptive, flexible, and emotionally intelligent individual?
Do you have strong communication skills both verbally and in writing?
What you will learn on the job: Provide a high level of support to client advisors.
Learn Financial Planning software and keep our Customer Relationship Management (CRM) up to date.
Gain an understanding of financial planning strategies.
Build strong client relationships.
Learn how to contribute to a successful team.
Liaise with clients for appointments, follow ups, or information updates.
Support other key administration duties.
Benefits and perks of being an Employee of MB+M We provide a range of employee benefits, such as:
A collaborative, friendly, and enjoyable work environment.
Professional training and development opportunities.
An active and fun social club.
Diverse and engaging workload.
Discounted firm services.
Client referral recognition and reward.
Christmas & EOFY celebrations.
Active involvement in supporting community activities and a focus on giving back to the community we work and live in.
If this sounds like you, we encourage you to apply today!
For more information about this role, please contact Kali Frost, HR Manager via email at
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