Viridian Financial Group is seeking a Client Services Manager to support our Financial Advisor team from our Brisbane CBD office. You will coordinate day-to-day client interactions and manage the client advice process within XPlan, including packing reviews and implementing advice.
The role requires 2 years in a similar financial services role, solid communication, and solid organizational skills. Flexible work options and a collaborative POD setup support our team culture.
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📌 Client Services Manager — Hybrid (Financial Advisory) (Brisbane City)
🏢 Viridian Financial Group
📍 Brisbane City
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