Client Services Manager

Viridian Advisory Ltd; City of Brisbane; Hybride; AUD 95 000 - 125 000; Plein temps

Avantages offerts par ce poste

Birthday Leave

Wellness Day

Primary Careers Leave (13 weeks)

Annual Leave purchase

Flexible work from home

Health cover (Medibank)

Employee Assistance Program

Résumé du poste

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. Flexible work-from-home options and a supportive environment are offered.

Qualifications

• Minimum 2 years in a similar financial services role.
• Proficient with Microsoft Office; XPlan experience is advantageous.
• Knowledge of governance, compliance, ethics and privacy guidelines.
• Strong written and verbal communication; proven organizational skills.

Responsabilités

• Support Financial Advisor and Client Services Managers to deliver exceptional service.
• Process and prepare documentation in XPlan; develop advice documents and forms.
• Assist with regulatory obligations including review meetings and compliance.
• Serve as a point of contact for client communications in the Advisor's absence.

Connaissances

Financial services experience

Microsoft Office

XPlan

Governance & compliance

Communication skills

Time management

Outils

Microsoft Office

XPlan

Description du poste

An exciting opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Brisbane CBD office.

Who We Are – Viridian Financial Group

Viridian was founded in 2015 by a team who understood the life changing power of financial advice. We are a leading national diversified financial services group, bringing together financial advice, mortgage broking and investment solutions for Australians and their families.

Our team works with clients across Australia, and our Viridian Foundation gives back to the communities we serve through a volunteering program and structured giving.

We exist to help people shape their future by making life changing moments possible.

The Team – Viridian Advisory

Viridian Advisory is the financial advice business of Viridian Financial Group. Our advisers work with clients across Australia on wealth and retirement planning, cashflow and income strategies, superannuation and SMSF, investment advice, wealth protection, estate planning and aged care.

What sets us apart is our team-based client engagement model, designed to give clients expert advice that keeps pace with their evolving needs.

About the Role

Our CSM’s play a critical role supporting our Financial Advisor, and this role will see the successful candidate being a key contact point for day-to-day liaisons with clients. The role involves administering all support aspects of the client advice process within XPlan, including Review Management, preparation of Client Review and Plan Presentation Packs and implementation of advice and trading. The successful candidate will work directly with the Advisor and other CSMs that operate within a POD set up, supporting with client and team requirements.

Key Responsibilities

• Partnering with other Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service for our clients.
• Assist with the financial advice process from Fact Find to Implementation, including processing of documentation in XPlan, preparation of advice documents & forms.
• Assisting with regulatory obligations including the management of Fixed Term Service Agreements, review meetings and our compliance requirements.
• Being a point of call for all client communication regarding Financial Advice in the absence of the Advisor.

Working at Viridian

In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair‑chance hiring policies.

You will have access to a range of benefits centered around community and inclusivity:

• Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
• Flexible work options with the ability to work from home.
• Participation in our Viridian Team Community Program.
• Discount medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

• 2 years’ minimum experience working within a similar role within the financial services industry.
• Proficient with Microsoft Office, and experience using Xplan would be advantageous.
• Knowledge of financial governance, compliance, ethical and privacy guidelines.
• Strong communication skills (both written and verbal).
• Demonstrated organisational and time management skills.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Thursday 29th November 2026 at 9.00pm however, shortlisting will commence immediately.

At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.