Advisor Service Representative

1 week ago


Toronto, Ontario, Canada Richardson Wealth Full time

Employment Status:

Permanent Full-Time

Location:

Toronto, ON

Department:

Operations

Reporting To:

Manager, Advisor Service

Job Id:

OPS - 012

Job Level:

L3

Seniority Level:

Associate

Position Overview:

Duties & Responsibilities:

  • Support level 1 platform and operational queries
  • Prioritize Advisor team inquiries/needs and collaborate with other teams as appropriate to resolve advisor queries and issues
  • Provide clear, friendly, and encouraging written communication to convey prompt, compassionate, and accurate information
  • Work through potentially complicated and emotionally charged situations with deep empathy and a solutionfocused outlook
  • Proactively alert management of escalations or potential service disruptions and assist as needed
  • Ensure necessary due diligence is taken to support the accuracy of all requests and enquiries
  • Assign operational and platform requests/queries to appropriate queues and routes to the appropriate team and tier
  • Drive continuous improvement by identifying, suggesting and actively participating in process improvements

Skills & Qualifications:

  • Strong background in customer service that will be reflected in professional client interaction, ability to build relationships, and quality of service delivered
  • Team player, displays passion, empathy and an appropriate sense of urgency for servicing clients
  • Strong written and oral communication skills
  • Ability to work independently with mínimal guidance
  • Very thorough and detailed oriented
  • Comfortable with technology and able to explain features to others, with an appreciation for how digital solutions can be used to drive efficiency and effectiveness
  • Uses sound judgment and exercises strong decisionmaking skills

Education:

  • Minimum 3 years' experience in financial services, preferably within brokerage or wealth management
  • Completion of Canadian Securities Course (CSC) preferred
  • Post secondary education in business or a related discipline, or an appropriate combination of education and experience required


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