Client Services Manager

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 Burnie 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 a...