Client Services Manager

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

Who We Are – Viridian Financial Group

Viridian Financial Group is a leading Australian diversified financial services business, 100% owned by staff and clients. The group consists of 400 employees, including 100+ advisors managing $10bn on behalf of private families and for-purpose entities across Australia.

The firm was established in 2015 by a team who understood the power of financial advice to make a profound difference in the lives of Australians. We deliver advice and investment solutions to clients through our highly qualified, experienced and client focused teams and pride ourselves on working to really understand our clients, so we can help them live the life that they choose.

About the Role

Our CSM’s play a critical role supporting our Financial Advisors, 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 Advisors 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 score of 99.4 and was 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.

To Apply

We warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Thursday 14th March 2024 2024, 9.00pm however shortlisting will commence immediately.

We are committed to providing a working environment that embraces and values diversity, equity, and inclusion. We encourage candidates to contact us if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.