Client Services Manager — Financial Advisory Support Gosford

Client Services Manager — Financial Advisory Support Gosford

02 Sep
|
Viridian Advisory
|
Gosford

02 Sep

Viridian Advisory

Gosford

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 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.
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📌 Client Services Manager — Financial Advisory Support Gosford
🏢 Viridian Advisory
📍 Gosford

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