Relationship Manager Jobs

About The Position

Requirements

• High school Diploma is required.
• Intermediate level with Outlook and Microsoft Office products and internet applications is required.

Nice To Haves

• 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.
• 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.
• Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures is an asset.
• Proficient understanding of how the Division operates is an asset.
• Bilingual in French and English communication both written and spoken is an asset.

Responsibilities

• 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 escalate 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.