IAS

Client Services Coordinator

July 7, 2022

Role Summary

As a Client Services Coordinator, your primary responsibility is account administration through the processing of various client based financial and non-financial transactions, including the timely review of documents to confirm accuracy, account openings, purchases, and client updates.  As well, responsible for ensuring that all outstanding documentation is received and followed up on. You will communicate directly with clients and continuously follow up with third parties for various updates and implement action to resolve outstanding documentation issues. This role is responsible for the overall day to day task completion, client service, coordination, and administration.

As the ideal candidate, you are 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.


Role Responsibilities

•    Upholds 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

•    Correspond and review incoming documents

•    Review special transactions including amending agreements, postponements and additional advances

•    Stay informed and understand individual client needs with the ability to recognize opportunities and 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

•    Coordinating responses with other departments as necessary to ensure proper procedures and service

•    Organize and assist with the training of any new and existing team members

•    Actively assist and participate in projects and team meetings

•    Owns the execution of day to day operational activities to maintain effective and efficient customer services

•    Flexible to perform various assigned tasks as requested by team and management


Competencies

•    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

•    Possesses excellent organization, high attention to detail and time management skills with the aptitude to establish priorities

•    Displays and fosters 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


Experience and Skills

•    High school Diploma is required

•    Diploma in Business Administration or related field of study is an asset

•    Bachelor’s degree in Management, Economics or related field of study is an asset

•    1 -3 Years of Financial or banking industry experience required

•    3 Years of Administration experience is preferred

•    3 Years of Customer Service experience is preferred

•    Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures

•    Intermediate level with Outlook and Microsoft Office products and internet application

•    Strong communication skills to liaise with customers and teams

•    Entry level understanding of how the Registered Plans & TFSA Division operates

•    Successful completion of a Criminal Background check is required

•    Bilingual 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 - 2020:

•    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.

•    Olympia Financial manages a quarterly values program, allowing employees to nominate their peers for exceptional performance in eight different categories -- winners may receive paid time off, free parking, gift cards, and even lunch with the company's president.

•    Employee Share Ownership plan available with company matching.

•    Free onsite gym, with classes, towel service, and more!

Apply Now