Viridian Financial Group in Erina, NSW is seeking a Client Services Manager to join our team. You will work alongside our Financial Advisors, delivering skilled administration services to clients and supporting the client advice process.
The role focuses on onboarding current 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.
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📌 Client Services Manager — Financial Advisory Support New South Wales
🏢 Viridian Advisory
📍 New South Wales
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