Client Services Manager

Viridian Financial Group; Gosford; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

Primary Careers Leave

Annual Leave purchase

Work from home flexibility

Team Community Program

Health cover discount

Employee assistance program

Job summary

Viridian Financial Group in Erina, NSW seeks a Client Services Manager to deliver professional client administration services alongside our Financial Advisors. You’ll support with the client advice process within a POD setup, coordinating with Advisors and fellow CSMs.

The role requires a diligent, customer‑focused approach, up to 2 years’ experience, and strong MS Office skills. Police check and Australian work entitlement are required; hybrid or on‑site work arrangements may apply.

Qualifications

• Up to 2 years' experience in a similar role (training available).
• Strong written and verbal communication for client interactions.
• Proficiency with Microsoft Office and standard office software.

Responsibilities

• Prepare meeting rooms and greet clients for in-office appointments.
• Handle inbound/outbound client calls for service.
• Prepare client advice documents, digital and hard copy.
• Onboard new clients and manage ongoing admin for existing clients.
• Ensure client/provider info is accurately recorded in systems.
• Prepare client review reports and respond to ad hoc requests.

Skills

Customer service

Communication

Time management

Multitasking

Attention to detail

Organisational skills

MS Office proficiency

Tools

Microsoft Office

Job description

An exciting opportunity has become available for an Client Services Manager (CSM) to join our team in the Erina, NSW office.

Who We Are – Viridian Financial Group

Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions.

We are united in purpose, and our strength lies in working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry.

About the Role

Working alongside our Financial Advisors, you will be responsible for the professional delivery of administration services to our clients. In doing so, you will work directly with clients and get to know them well.

Our CSM's play a critical role supporting our Financial Advisors and this role will see the successful candidate working as part of the team, administering all support aspects of the client advice process. The successful candidate will work directly with the Advisors and other CSM's that operate within a POD set up, supporting with client and team requirements.

Key Responsibilities

The key responsibilities that cover all areas of client service will include:

• Preparing the office meeting rooms for client meetings.
• Meeting and greeting clients for in office meetings.
• Inbound and outbound client calls for client service as required.
• Preparation of client advice documentation, both digitally and hard copy as required.
• Onboarding of new clients and meeting the ongoing administration needs of existing clients within agreed time frames and in a proactive manner.
• Ensuring client and provider information is accurately and compliantly recorded in the relevant business systems.
• Preparation of client review reports.
• Ad hoc administrative requests.

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.
• Work from home flexibility with management/POD approval
• Participation in our Viridian Team Community Program.
• Discounted Medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

• Up to 2 years' experience in a similar role although we are happy to train a person with the right attitude.
• A desire to provide excellent customer service to clients delivered via advanced written and verbal communication skills.
• Prior experience working in the finance or banking sector an advantage, however not critical.
• Proficient with Microsoft Office.
• A positive, proactive and professional approach to your colleagues and clients.
• Ability to multi-task and set workload priorities to meet required deadlines.
• Attention to detail and commitment to accuracy.
• 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 Friday 25th September 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.