Client Services Manager — Flexible/Remote Onboarding Lead (Melbourne)

Client Services Manager — Flexible/Remote Onboarding Lead (Melbourne)

06 Aug
|
Viridian Advisory
|
Melbourne

06 Aug

Viridian Advisory

Melbourne

Viridian Financial Group seeks a Client Services Manager to join our team in the Melbourne, CBD or Geelong office. You will deliver qualified administration services to our clients, working directly with clients and getting to know them well.

Collaborate with Financial Advisers to prepare client advice documentation, onboard new clients, and ensure records are accurate across systems. The role also involves preparing client reviews and handling ad hoc admin requests.

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📌 Client Services Manager — Flexible/Remote Onboarding Lead (Melbourne)
🏢 Viridian Advisory
📍 Melbourne

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