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 innovative 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
- Robust 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.

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