Client Services Manager - Remote Financial Advice Ops

Viridian Advisory; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

13-weeks Primary Careers Leave

Flexible work from home

Medibank Corporate Health Cover

Employee Assistance Program

Job summary

Viridian Financial Group seeks a Client Services Manager to join our Sydney CBD office and support our Financial Advisor with day-to-day client liaison and the administration of client advice processes, including review management and plan presentations.

Working within a POD setup, you’ll handle documentation in XPlan, manage regulatory obligations, and ensure exceptional service. A 2+ year background in financial services and strong communication are essential.

Qualifications

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

Responsibilities

• Partner with Financial Advisors, Associate Advisors & Client Services Managers to deliver exceptional customer service.
• Assist with the financial advice process from Fact Find to Implementation, including processing of documentation in XPlan.
• Assist with regulatory obligations including management of Fixed Term Service Agreements, review meetings and compliance requirements.
• Be a point of contact for client communication regarding Financial Advice in the Advisor's absence.

Skills

Client services

Microsoft Office

XPlan

Communication

Time management

Tools

XPlan

Job description

Viridian Financial Group seeks a Client Services Manager to join our Sydney CBD office and support our Financial Advisor with day-to-day client liaison and the administration of client advice processes, including review management and plan presentations.

Working within a POD setup, you’ll handle documentation in XPlan, manage regulatory obligations, and ensure exceptional service. A 2+ year background in financial services and strong communication are essential.