Relationship Specialist

Position Overview In this role, you will work within a regional group to provide the highest level of engagement with Richardson Wealth Advisors and their teams, focused on assisting them when they need support the most. You will provide dedicated assistance by making tasks easier and more efficient, freeing up capacity time. You will use and grow your procedural knowledge and technical expertise of operational functions for resolutions, understanding the full impact of the end-to-end process o…