Client Services Manager - Flexible/Remote Financial Advisory (Brisbane City)

Client Services Manager - Flexible/Remote Financial Advisory (Brisbane City)

15 Oct
|
Viridian Advisory
|
Brisbane City

15 Oct

Viridian Advisory

Brisbane City

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, strong communication skills, and a grasp of governance and compliance. Versatile work-from-home options and a supportive environment are offered.

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📌 Client Services Manager - Flexible/Remote Financial Advisory (Brisbane City)
🏢 Viridian Advisory
📍 Brisbane City

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