Advisor Services Representative

3 weeks ago


Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Operations

**Reporting To**:
Vice President, Advisor Services

**Job Id**:
OPS - 010

**Job Level**:
2

**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 solution-focused 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 queries
- 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**:

- Bilingual (English/French)
- 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
- Priority on Corporate Actions/Entitlements experience, data analytics/reporting experience, communications experience
- 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 decision-making skills

**Education**:

- Minimum 3 years’ experience in Financial Services, preferably within a Brokerage or Wealth Management firm
- 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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