Client Services Manager Financial Advisory Support Central Coast

Client Services Manager Financial Advisory Support Central Coast

31 Aug
|
Viridian Advisory
|
Central Coast

31 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 skilled administration services to clients and supporting the client advice process.
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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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