Client Services Manager

Viridian Financial Group; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

13-week Primary Careers Leave

Annual Leave purchase option

Flexible work options

Work from home

Job summary

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.

Qualifications

• 2 years’ minimum experience in a similar role within financial services.
• Proficient with Microsoft Office; XPlan experience advantageous.
• Knowledge of financial governance, compliance, ethical and privacy guidelines.
• Strong written and verbal communication skills.
• Demonstrated organisational and time management abilities.

Responsibilities

• Partner with Financial Advisors and other CSMs to deliver exceptional client service.
• Assist with the financial advice process from Fact Find to implementation, including documentation in XPlan and preparation of advice documents & forms.
• Support regulatory obligations including management of Fixed Term Service Agreements, review meetings and compliance requirements.
• Act as a point of contact for client communications in the absence of the Advisor.

Skills

Strong communication

Time management

Organisational skills

Tools

Microsoft Office

XPlan

Job description

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

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.
• Discounted 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.

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.