03 Oct
|
Richardson Wealth
|
Alberta
03 Oct
Richardson Wealth
Alberta
Join Richardson Wealth as a Bilingual Client Support Specialist, providing top-tier service to Advisors and clients. This front-line role focuses on efficient inquiry resolution and support in a high-volume environment.
In this position, you will deliver accurate assistance to Advisors, advisor teams, and end clients using Richardson Wealth's digital tools. Your role will involve responding thoughtfully to inquiries, guiding users through processes, and documenting all interactions clearly. By maintaining a strong service presence, you will contribute to high-quality support delivery across phone and email channels.
Key Responsibilities:
• Deliver qualified support to clients across digital service channels
• Respond to inbound inquiries with care and accuracy
• Assist users with digital tools,
troubleshooting, and navigation
• Document inquiries and follow-up requirements thoroughly
• Triage complex matters and escalate as needed
Requirements:
• 1–2 years of experience in a client service environment
• Strong communication and computer skills
• Ability to manage high-volume inquiries with composure
• French proficiency highly advantageous
• Experience in an IIROC/CIRO-regulated environment a plus
Bring your client-minded approach and relevant experience to enhance service excellence at Richardson Wealth.
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📌 Bilingual Client Support Specialist at Richardson Wealth (Alberta)
🏢 Richardson Wealth
📍 Alberta