Client Services Manager Flexible/remote Financial Advisory Brisbane City

02 Oct

Viridian Advisory

Brisbane

02 Oct

Viridian Advisory

Brisbane

Viridian Advisory is seeking a Client Services Manager to join the Brisbane CBD team. The role supports the Financial Advisor and other CSMs, handling client liaison, document preparation in XPlan, and implementation of advice and trading within a POD setup.

The ideal candidate has 2+ years in financial services, solid communication skills, and a grasp of governance and compliance. Adaptable work-from-home options and a supportive workplace are offered.
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📌 Client Services Manager Flexible/remote Financial Advisory Brisbane City
🏢 Viridian Advisory
📍 Brisbane

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