Associate Relationship Manager, Securities

Associate Relationship Manager, Securities

Full Time Customer Service Calgary, AB, CA

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.

• Build and maintain positive relationships with clients and business partners by providing responsive, professional, and timely service.
• Support Relationship Managers with assigned accounts and ongoing client needs, acting as a secondary point of contact for general inquiries and service requests.
• Respond to and coordinate general client and issuer inquiries, ensuring requests are understood, appropriately documented, and directed to the appropriate internal teams for resolution.
• Review, organize, and submit incoming processing requests received through designated channels, ensuring information is complete and follows established procedures.
• Assist with transaction processing activities and issue resolution, working collaboratively with internal teams to help ensure positive client outcomes.
• Provide support on online platforms, tools, and service offerings to clients, promoting a positive user experience.
• Support account maintenance, reconciliations, and record reviews to help ensure information remains accurate and up to date.
• Maintain accurate records of client interactions, verifications, requests, and follow-up activities in accordance with departmental procedures and service standards.
• Identify opportunities to improve client service and operational efficiencies, while escalating complex matters to the appropriate Relationship Manager or business area.

• 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 elevate 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, and legislative requirements.
• Ensure the efficiency of business processes, policies and procedures, to deliver on client commitment 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 a variety of tasks as required to support the team, business, and organizational priorities.
• Connection:
  Builds long-term relationships by collaborating with clients and industry participants.
• Accountability:
  Is a trusted business partner who operates with transparency and integrity.
• Innovation:
  Leverages technology to continuously improve how we serve our customers.
• Adaptability:
  Adapts to changes and shifting priorities and is open to new ideas and responsibilities.
• Attention to Detail:
  Pays close attention to details to produce accurate work.
• Interpersonal
  
  Skills:
  
  Establishes professional working relationships, is flexible/adaptable, works well with others and solicits feedback.
• Job Knowledge:
  Understands facets of the job, is aware of duties and responsibilities, and keeps current with job knowledge.
• Productivity:
  Manages workload, works efficiently, and meets goals and objectives.
• Problem Solving:
  Understands what is causing a problem, finds…