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Remote client services manager, financial advisory ops

Melbourne
Viridian Financial Group
Posted: 30 April
Offer description

A financial services firm in Hobart seeks a Client Services Manager to support Financial Advisors and assist in the financial advice process. The role includes customer service, document preparation, and compliance management. Ideal candidates should have a minimum of 2 years' experience in the finance industry, proficient in Microsoft Office and ideally Xplan. The company offers generous leave benefits, flexible work options, and inclusive workplace practices to foster diversity and community.

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