Support Richardson Wealth Advisors and clients through bilingual digital service expertise, complex issue resolution, and confident system guidance in a hybrid environment.

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 versatile 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.

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