Client Services Manager Remote Financial Advice Ops New South Wales

Client Services Manager Remote Financial Advice Ops New South Wales

26 Sep
|
Viridian Advisory
|
New South Wales

26 Sep

Viridian Advisory

New South Wales

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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