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

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 adaptable work options and our inclusive culture.
J-18808-Ljbffr

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client services manager – financial advice, hybrid work new south wales / new south wales