Elevate your career with Richardson Wealth as a Client Service Specialist. Foster strong advisor relationships and deliver exceptional service in a supportive, cooperative environment.

In this role, you will be an integral part of a regional team, ensuring advisors receive top-tier assistance and streamlined operational support. With a minimum of five years in client service within the financial sector, you’ll utilize your expertise to resolve issues and drive improvements in service processes. Your ability to empathize and communicate effectively will be crucial in fostering trust with Richardson Wealth Advisors and their teams.

Key Responsibilities:
• Lead daily service delivery and improve related processes
• Troubleshoot issues and consult on resolution plans




• Collaborate with internal teams for creative solutions
• Maintain timely updates on issue investigations
• Educate teams on digital capabilities and service tools

Requirements:
• Minimum five years in financial services client support
• Experience in issue resolution and service standards
• Empathy in addressing advisory team inquiries
• Strong problem-solving abilities and prioritization skills
• Post-secondary education in Business Administration or Finance

Bring your client-focused mindset and operational skills to Richardson Wealth and support advisors in achieving their goals.
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📌 Client Service Specialist Richardson Wealth (Ontario)
🏢 Richardson Wealth
📍 Ontario