Bilingual Client Support Specialist At Richardson Wealth Calgary

Bilingual Client Support Specialist At Richardson Wealth Calgary

07 Oct
|
Richardson Wealth
|
Calgary

07 Oct

Richardson Wealth

Calgary

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
Solid communication and computer skills
Ability to manage high-volume inquiries with composure
French proficiency highly advantageous
Experience in an IIROC/CIRO-regulated setting a plus

Bring your client-minded approach and relevant experience to enhance service excellence at Richardson Wealth.

📌 Bilingual Client Support Specialist At Richardson Wealth Calgary
🏢 Richardson Wealth
📍 Calgary

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