Job Summary
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
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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.
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Maintain complete client files and ensure documentation is in good order.
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Ensure all documentation follows internal and external audit and regulatory requirements.
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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.
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Responsible for ensuring that all outstanding documentation is received and followed up on.
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Stay informed and understand individual client needs with the ability to recognize opportunities to further educate clients.
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Provide legendary, personalized client experience when conducting outbound calls to clients.
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Remain up to date on all Olympia products, services, legislative requirements.
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Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality.
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Coordinate responses with other departments as necessary to ensure proper procedures and service.
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Actively assist and participate in projects and team meetings.
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Flexible to perform various assigned tasks as requested by management and executives.
Competencies
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Connection - We build long-term relationships by collaborating with our clients and industry participants.
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Accountability - We are a trusted business partner operating with transparency and integrity.
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Innovation - We leverage technology to continuously improve how we serve our customers.
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Demonstrate flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events.
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Proven ability to work in a fast-paced, dynamic environment, while delivering a high level of client service.
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Possess excellent organization, high attention to detail and time management skills with the aptitude to establish priorities.
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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.
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Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients.
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High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client.
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Must have the ability to maintain professionalism in all situations.
Formal education or experience
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High school Diploma is required.
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Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
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1 - 3 Years of Financial or Investment industry experience is an asset.
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2 - 3 Years of Administration experience is an asset.
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2 - 3 Years of Customer Service experience is an asset.
Specialized skills or knowledge
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Fluency in verbal and written English is required.
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Fluency in verbal and written French (Quebecois) is required.
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Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures is an asset.
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Intermediate level with Outlook and Microsoft Office products and internet applications is required.
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Proficient understanding of how the Division operates is an asset.
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Successful completion of a Criminal Background check is required.
With us, It’s Personal
