Olympia Trust Company
Role SummaryAs a Relationship Manager, your primary role includes cultivating and nurturing long-lasting relationships, with a portfolio of direct clients. This role serves as a liaison between clients and internal teams to ensure the effective delivery of personalized support. In this role we will require taking the time to understand the unique and diverse needs of clients, provide tailored solutions, and being able to recognize opportunities to provide further education. As a Relationship Manager you will have the distinct capacity to quickly, and accurately translate complex or ambiguous information into readily understood communications.As the ideal candidate, you must be able to deliver results in a dynamic and team-oriented environment.
This is an exciting opportunity for a confident individual who can prioritize large volumes of information while maintaining a high level of accuracy. This self-motivated individual must be able to multitask and is able to thrive in an ever-changing environment, builds relationships naturally, adapt quickly, and communicates effectively.Role ResponsibilitiesUpholds 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 associatesHandle inquiries and provide status updates to third partiesVerify incoming documents and recognize deficienciesFollow-up with Clients on any outstanding/pending documents required to complete transactions, in accordance with Olympia Trust Company’s customer service standardsSupport team members by assisting with processing when volumes are highProvide legendary, personalized client experienceRemain up to date on all Olympia products, services, legislative requirementsEnsure the efficiency of business processes, policies, and procedures, to deliver on client commitments with speed and qualityCoordinating responses with other departments as necessary to ensure proper procedures and serviceOrganize and assist with the training of any new and existing team membersActively assist and participate in projects and team meetingsOwns the execution of day-to-day operational activities to maintain effective and efficient customer servicesFlexible to perform various assigned tasks as requested by team and managementPersonal CharacteristicsDemonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated eventsProven ability to work in a fast-paced, dynamic environment, while delivering a high level of client service and consistently meeting deadlinesEfficiency in returning calls and emails with accurate and articulate informationPossesses excellent organization, high attention to detail, and time management skills with the aptitude to establish prioritiesDisplays and fosters integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly and ethicallyConfidence and strong personal credibility when establishing personal relationships and working with sophisticated clientsHigh attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a clientMust have the ability to maintain professionalism in all situationsExperience and SkillsA high school Diploma is requiredA diploma in Business Administration or a related field of study is an asset3 Years of Financial or Investment industry experience required3 – 5 Years of Administrative experience is preferred3 – 5 Years of Customer Service experience is preferredIntermediate level with Outlook and Microsoft Office products and internet applicationMaintain a processing accuracy of 95% or higherStrong communication skills to liaise with customers and teamEntry-level understanding of how the Investment and Account Services operatesSuccessful completion of a Criminal Background check is requiredBilingual in French and English is beneficial Reasons why you should join Olympia’s team, and why Olympia has been selected as one of Alberta’s Top Employers from 2011 – 2022:Olympia Financial established the Olympia Charity Foundation to allow employees to be directly involved in deciding how and to whom their charitable funds are donated – the charity’s main source of funds are employee donations, which are all matched by the organization.Olympia Financial offers a generous health spending account, equivalent to five percent of an employee’s annual salary, to a maximum of $7,500.Health Wellness Account is a personalized wellness health program that provides employees with a taxable allowance to spend on wellness-related activities and products. The purpose of the plan is to promote employee wellness and expense categories include nutrition, fitness, personal development, and mental health.Employee Share Ownership plan available with company matching.
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