Client Success & Accounts Specialist

Olympia; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Olympia in Canada is seeking an Associate Relationship Manager to support account administration and processing of client transactions with accuracy and timeliness.

You will work in a team to build strong relationships, ensure documentation meets audit and regulatory requirements, and deliver a high level of client service.

The role emphasizes collaboration across departments, adherence to Olympia guidelines, and commitment to our values.

Qualifications

• High school diploma required; relevant post-secondary education asset.
• 1–3 years in financial or investment industry asset.
• 2–3 years of administration experience asset.
• 2–3 years of customer service experience asset.
• Bilingual in French and English is an asset.
• Criminal background check required.
• AML policy knowledge asset.
• Proficient with MS Office and Outlook.
• Strong communication and client service orientation.

Responsibilities

• Maintain complete client files and ensure documentation is in good order.
• Process client-based financial and non-financial transactions with accuracy.
• Communicate directly with clients and follow up with third parties to resolve documentation issues.
• Coordinate responses with other departments to ensure proper procedures and service.
• Uphold Olympia values and motto in all interactions.

Skills

Client service

Communication

Time management

Attention to detail

Relationship building

Professionalism

Education

High school Diploma

Post-secondary education in business/management/economics

Tools

Outlook

Microsoft Office

Job description

Olympia in Canada is seeking an Associate Relationship Manager to support account administration and processing of client transactions with accuracy and timeliness.

You will work in a team to build strong relationships, ensure documentation meets audit and regulatory requirements, and deliver a high level of client service.

The role emphasizes collaboration across departments, adherence to Olympia guidelines, and commitment to our values.