Support Richardson Wealth Advisors and clients through bilingual digital service expertise, complex issue resolution, and confident system guidance in a hybrid workplace.
This senior-level specialist supports Richardson Wealth’s internal and client-facing systems. You will manage complex inquiries, escalations, and service-impacting issues across phone and email. The work also includes training, coaching, troubleshooting, and cross-functional follow-through for Advisors, advisor teams, and end clients.
Key Responsibilities: Provide bilingual support for complex inquiries and service-impacting issues
Manage inbound phone and email inquiries with ownership
Guide users through digital tools and supported processes
Coordinate triage, escalation, tracking, communication,



and resolution
Identify service themes and recommend process improvements
Requirements: French and English bilingualism, subject to testing
Two to five years of relevant industry experience
Financial services or wealth management background preferred
Microsoft Windows, Excel, Word, and Outlook proficiency
Availability for flexible weekday shifts from 8:00 a.m. to 6:00 p.m.
Bring bilingual communication, sound judgment, and digital support expertise to Richardson Wealth’s Advisor and client service experience.

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📌 Senior Bilingual Client Support Specialist (Ontario)
🏢 Richardson Wealth
📍 Ontario