Join the operations team at Richardson Wealth as a Client Service Operations Associate. Your focus will be on processing transactions while supporting Advisor teams effectively.
Ideal candidates will possess a minimum of one year of experience within the financial services sector. This role requires attention to detail in processing operational transactions and a strong commitment to accuracy. You will facilitate communication with Advisors and ensure that all documentation and approvals meet regulatory standards.
Key Responsibilities:
• Process service requests and operational transactions per guidelines
• Validate incoming requests for accuracy and completeness
• Monitor work queues and operational dashboards for timely processing
• Handle exceptions and discrepancies proactively
• Provide professional support and guidance to Advisor teams
Requirements:
• At least 1 year of experience in financial services
• Robust decision-making and judgment skills
• Excellent written and verbal communication skills
• Capable of working independently with minimal guidance
• Experience with Dataphile is an asset
Utilize your operational expertise and attention to detail to enhance client services at Richardson Wealth.
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