Client Services Manager - Financial Advice, Hybrid Work (New South Wales)

Client Services Manager - Financial Advice, Hybrid Work (New South Wales)

18 Sep
|
Viridian Financial Group
|
New South Wales

18 Sep

Viridian Financial Group

New South Wales

Job Description

Viridian Financial Group in Sydney CBD is seeking a Client Services Manager to support our Financial Advisor team. You will manage day-to-day client liaison, administer the client advice process in XPlan, and prepare Review Packs and Plan Presentations.

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The role involves coordinating with Advisors and other CSMs in a POD setup, ensuring compliance, and delivering exceptional service while embracing versatile work options and our inclusive culture.

📌 Client Services Manager - Financial Advice, Hybrid Work (New South Wales)
🏢 Viridian Financial Group
📍 New South Wales

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