Client Services Manager -- Financial Advisory Support (Central Coast)

Client Services Manager -- Financial Advisory Support (Central Coast)

30 Aug
|
Viridian Advisory
|
Central Coast

30 Aug

Viridian Advisory

Central Coast

Job Description
Viridian Financial Group in Erina, NSW is seeking a Client Services Manager to join our team.
You will work alongside our Financial Advisors, delivering professional administration services to clients and supporting the client advice process.
The role focuses on onboarding recent clients, preparing documentation, handling client communications, and ensuring records are accurate across systems.
A positive, proactive approach and excellent written and verbal communication are essential.

📌 Client Services Manager -- Financial Advisory Support (Central Coast)
🏢 Viridian Advisory
📍 Central Coast

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