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
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