Client Services Manager – Financial Advice, Hybrid Work Sydney

16 Oct

Travelcenters Of America

Sydney

16 Oct

Travelcenters Of America

Sydney

Viridian Financial Group in Sydney CBD is seeking a Client Services Manager to support our Financial Advisor team. You will manage day-to-day client liaison, administer the client advice process in XPlan, and prepare Review Packs and Plan Presentations.

The role involves coordinating with Advisors and other CSMs in a POD setup, ensuring compliance, and delivering exceptional service while embracing adaptable work options and our inclusive culture.
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📌 Client Services Manager – Financial Advice, Hybrid Work Sydney
🏢 Travelcenters Of America
📍 Sydney

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Client Services Manager – Financial Advice, Hybrid Work Sydney

Client Services Manager – Financial Advice, Hybrid Work Sydney

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Team Member - Hillarys

Team Member - Hillarys

2027 Customer Success Manager, Amazon Vendor Services (Sydney)

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Executive Assistant (Perth)

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Customer Experience Manager (Sydney)

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