At a Glance
- Tasks: Support Financial Advisors by managing client relationships and preparing essential documentation.
- Company: Viridian Financial Group, a dynamic firm in Sydney CBD with a focus on inclusivity.
- Benefits: Enjoy hybrid work options, competitive salary, and a supportive team environment.
- Other info: Flexible work culture with opportunities for professional growth.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client services and strong communication skills are essential.
The predicted salary is between 63000 - 77000 $ per year.
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 flexible work options and our inclusive culture.
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Client Services Manager – Hybrid Work in Sydney employer: Viridian Financial Group
Viridian Financial Group is an exceptional employer, recognised for its commitment to employee well-being and inclusivity. With unique benefits like Birthday Leave, Wellness Days, and flexible work options, the company fosters a supportive work culture that empowers Financial Advisors to thrive. As a B Corp certified firm, Viridian not only prioritises professional growth but also values diversity, making it a rewarding place for those seeking meaningful employment in the financial sector.
