An exciting opportunity has become available for an Client Services Manager to join our team in the Melbourne, CBD 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
Working alongside our Financial Advisers, you will be responsible for the professional delivery of administration services to our clients. In doing so, you will work directly with clients and get to know them well.
Key Responsibilities
The key responsibilities that cover all areas of client service will include:
- Preparation and implementation of client advice documentation including application forms, asset and insurance transfers/withdrawals, as well as dealing with product providers to ensure completion of business.
- Onboarding of new clients and meeting the ongoing administration needs of existing clients within agreed time frames and in a proactive manner.
- Ensuring client and provider information is accurately and compliantly recorded in the relevant business systems.
- Preparation of client review reports.
- Ad hoc administrative requests.
Working at Viridian
In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been 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.
- Work from home flexibility with management/POD approval
- 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
- Up to 2 years experience in a similar role although we are happy to train a person with the right attitude.
- A desire to provide excellent customer service to clients delivered via advanced written and verbal communication skills.
- Proficient with Microsoft Office, and experience using Xplan would be advantageous.
- A positive, proactive and professional approach to your colleagues and clients.
- Ability to multi-task and set workload priorities in order to meet required deadlines
- Attention to detail and commitment to accuracy.
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 6th August 2026 at 9.00pm however, shortlisting will commence immediately.
At Viridian Financial Group, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.
