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, robust communication skills, and a grasp of governance and compliance. Versatile work-from-home options and a supportive setting are offered.
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📌 Client Services Manager Flexible/remote Financial Advisory Brisbane City (Australia)
🏢 Viridian Advisory
📍 Australia
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