An exciting opportunity has arisen at Enlightened Financial Solutions for a Client Services Manager (CSM) to join the team in our Mackay office.
Who We Are – Enlightened Financial Solutions
As part of the Viridian Financial Group, Enlightened Financial Solutions (EFS) is a dynamic and growing team that serves over 400 clients in the Mackay Region and beyond.
We pride ourselves on our expertise and commitment to delivering exceptional financial solution.
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 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 EFS
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:
- A unique 9-day fortnight and 5 weeks of annual leave per year.
- Discounted Medibank Corporate Health Cover.
- Free and confidential Employee Assistance Program for you and your family.
Knowledge, Skills & Experience
- 2 years’ minimum experience preferred but not necessary, 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 2nd April 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.
