25 Sep
|
Viridian Advisory
|
Australia
25 Sep
Viridian Advisory
Australia
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.
J-*-Ljbffr
📌 Client Services Manager Remote Financial Advice Ops New South Wales (Australia)
🏢 Viridian Advisory
📍 Australia