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 escalationsManage service inquiries with professionalism via phone and emailAct as a liaison between Advisors, clients, and internal teamsDeliver training to clients on digital tools and platformsProactively engage with stakeholders to anticipate needsRequirements:2-5 years in a financial services environmentStrong skills in Microsoft Office and client-facing platformsExcellent bilingual communication in French and EnglishDemonstrated leadership and service ownershipAbility to work versatile hybrid hoursBring your bilingual skills and financial expertise to Richardson Wealth's client support team, enhancing user experience and confidence.