Elevate client and advisor support with a senior bilingual role at Richardson Wealth. Provide top-tier assistance in a hybrid setting, enhancing user confidence and service delivery.

As a Senior Bilingual Advisor & Client Support Specialist, you will manage complex client inquiries while operating as an essential resource for advisors and teams. Your responsibilities will include guiding users through digital service channels, ensuring timely issue resolution, and supporting efficient navigation of client-facing systems. Leverage your financial services expertise to elevate the client experience and strengthen service consistency.

Key Responsibilities:
• Provide bilingual support for complex inquiries and escalations
• Manage service inquiries with professionalism via phone and email
• Act as a liaison between Advisors,



clients, and internal teams
• Deliver training to clients on digital tools and platforms
• Proactively engage with stakeholders to anticipate needs

Requirements:
• 2-5 years in a financial services workplace
• Strong skills in Microsoft Office and client-facing platforms
• Excellent bilingual communication in French and English
• Demonstrated leadership and service ownership
• Ability to work flexible hybrid hours

Bring your bilingual skills and financial expertise to Richardson Wealth's client support team, enhancing user experience and confidence.
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📌 Senior Bilingual Advisor at Richardson Wealth (Alberta)
🏢 Richardson Wealth
📍 Alberta