Drive operational excellence at Richardson Wealth as an Operational Support Specialist. Engage with advisors and optimize workflows within a results-oriented culture.

This position requires a proactive approach to assist Richardson Wealth Advisors by resolving inquiries and enhancing service efficiency. You will leverage your ability to listen and respond to concerns, ensuring a calm, client-centric experience. With over five years in client service or operational roles, you’ll be instrumental in monitoring trends, managing compliance, and advocating for service improvements.

Key Responsibilities:
• Act as a trusted partner for service-related accountability
• Identify root causes and develop action plans




• Partner with teams to exchange cutting-edge ideas
• Update advisory teams on investigative timelines
• Support initiatives that enhance service efficiency

Requirements:
• Five-plus years in client service or operations
• Skill in cross-functional collaboration and issue resolution
• Strong ability to prioritize and manage time
• Knowledge of CRM tools and digital service platforms
• Education in a relevant field like Finance

Utilize your problem-solving skills to make a tangible impact at Richardson Wealth.
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📌 Operational Support Specialist at Richardson Wealth (Ontario)
🏢 Richardson Wealth
📍 Ontario