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 creative 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. #J-18808-Ljbffr

📌 Operational Support Specialist at Richardson Wealth (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg