Associate Relationship Manager, ES

Olympia Financial Group Inc; Calgary; In loco; CAD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Olympia Financial Group Inc in Calgary is seeking an Associate Relationship Manager to handle account administration and coordinate with clients and third parties for timely updates. The role emphasizes accuracy, compliance, and delivering a high level of client service.

You will maintain client files, ensure documentation meets audit requirements, and support teams by resolving documentation issues and educating clients on Olympia products and services.

Competenze

• High school diploma required.
• Post-secondary education in Business Administration, Management, Economics or related field is an asset.
• 1-3 years of financial or investment industry experience is an asset.
• 2-3 years of administration experience is an asset.
• 2-3 years of customer service experience is an asset.

Mansioni

• Uphold Olympia’s reputation and values in all interactions.
• Maintain complete client files and ensure documentation is in good order.
• Ensure documentation follows audit and regulatory requirements.
• Communicate with clients and follow up with third parties for updates.

Conoscenze

Client service

Communication

Time management

Attention to detail

Teamwork

Formazione

High school diploma

Post-secondary in Business/Management/Economics

Strumenti

Outlook

Microsoft Office

Descrizione del lavoro

An Associate Relationship Managers primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines and priorities.

An Associate Relationship Manager is required to work as part of a team to support the building of strong relationships, by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia guidelines.

Duties and Responsibilities

• Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
• Maintain complete client files and ensure documentation is in good order.
• Ensure all documentation follows internal and external audit and regulatory requirements.
• Communicate directly with clients and continuously follow up with third parties for various updates and implement action to resolve outstanding documentation issues and escalate where appropriate.
• Responsible for ensuring that all outstanding documentation is received and followed up on.
• Stay informed and understand individual client needs with the ability to recognize opportunities to further educate clients.
• Provide legendary, personalized client experience when conducting outbound calls to clients.
• Remain up to date on all Olympia products, services, legislative requirements.
• Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality.
• Coordinate responses with other departments as necessary to ensure proper procedures and service.
• Actively assist and participate in projects and team meetings.
• Flexible to perform various assigned tasks as requested by team and management.
• Connection - We build long-term relationships by collaborating with our clients and industry participants.
• Accountability - We are a trusted business partner operating with transparency and integrity.
• Innovation - We leverage technology to continuously improve how we serve our customers.
• Demonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events.
• Proven ability to work in a fast-paced, dynamic environment, while delivering a high level of client service.
• Possess excellent organization, high attention to detail and time management skills with the aptitude to establish priorities.
• Display and foster integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly and ethically.
• Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients.
• High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client.
• Must have the ability to maintain professionalism in all situations.

Formal education or experience

• High school Diploma is required.
• Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
• 1 - 3 Years of Financial or Investment industry experience is an asset.
• 2 - 3 Years of Administration experience is an asset.
• 2 - 3 Years of Customer Service experience is an asset.

Specialized skills or knowledge

• Thorough understanding of the Anti-Money Laundering (AML) policies and procedures is an asset.
• Intermediate level with Outlook and Microsoft Office products and internet applications is required.
• Proficient understanding of how the Division operates is an asset.
• Bilingual in French and English communication both written and spoken is an asset.
• Successful completion of a Criminal Background check is required.