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 professional 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
- Strong communication and computer skills
- Ability to manage high-volume inquiries with composure
- French proficiency highly advantageous
- Experience in an IIROC/CIRO-regulated environment a plus
Bring your client-minded approach and relevant experience to enhance service excellence at Richardson Wealth.
Bilingual Client Support Specialist at Richardson Wealth in Calgary employer: Richardson Wealth Ltd
Richardson Wealth is an exceptional employer that prioritizes a collaborative and innovative work culture, making it an ideal place for professionals in the wealth management sector. With a strong focus on employee growth opportunities, comprehensive health benefits, and a performance-based incentive plan, employees are empowered to thrive in their roles while contributing to a modern digital investment experience. Located in Canada, the company fosters a supportive environment where strategic thinkers can influence change and drive impactful results across diverse teams.
