Associate Relationship Manager, Securities

Full Time Customer Service Calgary, AB, CA

5 days ago Requisition ID: 1704

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 & Responsibilities

Team-Specific

- 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.

General

- 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 escal 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 versatile/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 solutions and knows when to elevate to leadership.
- Teamwork: Is accountable to the team,



works to meet established deliverables, appreciates the views of team members, and is respectful.

Formal Education & Experience

- High school Diploma is required.
- Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
- 1 - 3 Years of Financial or Investment industry experience is an asset.
- 2 - 3 Years of Administration experience is an asset.
- 2 - 3 Years of Customer Service experience is an asset.

Specialized Skills & Knowledge

Team-Specific

- Understanding investment products and registered plans, including familiarity with RRSPs, RRIFs, TFSAs, RESPs, and other registered account types.
- Strong client service and relationship management skills, with the ability to build positive working relationships and provide professional support to issuers/EMD’s, clients, relationship managers, and internal stakeholders.
- Effective communication and coordination abilities, with the capacity to gather information, communicate requirements clearly, and support successful outcomes across multiple teams and stakeholders.
- Working knowledge of the securities industry, including a general understanding of investment transactions, transaction lifecycles, and expected client and operational outcomes to effectively support relationship management activities.
- Strong problem-solving and organizational skills, with the ability to think critically, develop practical solutions, consider operational and client impacts, manage competing priorities, and maintain a high level of accuracy and attention to detail.

General

- Thorough understanding of the Anti ‐ Money Laundering (AML) policies and procedures is an asset.
- Intermediate level with Outlook and Microsoft Office products and internet applications is required. (MS1)
- Proficient understanding of how the Division operates is an asset.
- Bilingual in French and English communication both written and spoken is an asset.
- Reports to: Manager, Client Relations - Securities
- Employment Type: Full-Time, On-site

Please note that employment is conditional upon the successful completion of a criminal background check and employment verification. Additional screening may be required depending on the role, and from time to time at Olympia’s sole discretion.

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📌 Associate Relationship Manager, Securities (Calgary)
🏢 Olympia Trust
📍 Calgary