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Client services & compliance lead, financial advisory ops

Gold Coast
Viridian Financial Group
Posted: 28 April
Offer description

Viridian Financial Group in Hobart is looking for a Client Services Manager to enhance the support for Financial Advisors and the financial advice process. The role primarily involves customer service, document preparation, and compliance management. Ideal candidates should have at least 2 years of experience in the finance industry, be proficient in Microsoft Office, and ideally have experience with Xplan. The company offers generous leave benefits and flexible work options, fostering an inclusive workplace culture.#J-18808-Ljbffr

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