Viridian Financial Group seeks a Client Services Manager to join our Sydney CBD office and support our Financial Advisor with day-to-day client liaison and the administration of client advice processes, including review management and plan presentations.
Working within a POD setup, you’ll handle documentation in XPlan, manage regulatory obligations, and ensure exceptional service. A 2+ year background in financial services and solid communication are essential.
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📌 Client Services Manager - Remote Financial Advice Ops (New South Wales)
🏢 Viridian Advisory
📍 New South Wales
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