17 Sep
|
Viridian Financial Group
|
New South Wales
17 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.
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