Client Service Representative

2 weeks ago

Calgary, Canada Olympia Trust Company Full time

**Job Summary**

A Client Service Representative’s primary responsibility is to act as first point of contact for all general inbound client inquiries through the phone. Responsibilities include taking the time to listening to clients and seek an understanding of their diverse needs while ensuring to deliver optimal solutions. CSRs liaise between clients and internal teams to ensure effective delivery of personalized support. They are committed to provide meet client expectations in every interaction.

**Duties and Responsibilities**
- 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.
- Perform outbound calls to clients within set timeframes to ensure all required information or documentation is received in a timely manner.
- Inform clients of the necessary documents required for various transaction types and explain form components to ensure they feel at ease with the process and all documentation is completed correctly.
- Explain procedures to clients while identifying when inquiry must be routed to specialty resources.
- Assist client with any technical issues experienced with our website.
- Recognize urgent client concerns and escalate issues to Lead, Team Lead or Manager as appropriate.
- Leave a lasting, exceptional and personalized client experience.
- 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.
- Actively participate in projects and team meetings.
- Recognize opportunities to further educate clients.
- Flexible to perform various assigned tasks as requested by management and executives.

**Competencies**
- Connection - We build long-term relationships by collaborating with our clients and industry participants.
- Accountability - We are a trusted business partner operating with transparency and integrity.
- Innovation - We leverage technology to continuously improve how we serve our customers.
- 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 and consistently meeting deadlines.
- Must have the ability to maintain professionalism in all situations with the desire to engage and quickly connect with clients.
- 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.

**Formal education or 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 Customer Service is an asset.
- 1-3 Years of Financial or Investment industry experience is an asset.
- 1-3 Years of Call Center or Administration experience is an asset.

**Specialized skills or knowledge**
- Requires a beginner level understanding of the Anti‐Money Laundering (AML) policies and procedures.
- Strong communication skills to liaise with customers and teams.
- Bilingual in French and English communication both written and spoken is an asset.
- Successful completion of a Criminal Background check is required.

**With us, It’s Personal

  • Client Services Representative

    13 hours ago

    Calgary, Alberta, Canada KaizenLAB Full time $40,000 - $60,000 per year

    Summary Our Client Service Representative or CSR, is responsible for all tasks related to client services are completed in a timely and efficient manner. The CSR is the lead member of a two-person team devoted to assisting a key list of clients in which they develop, grow, and are incentivized on the overall success of the client relationship. Job DutiesTo...

  • Client Service Representative

    5 days ago

    Calgary, Canada Gemstone Lights Full time

    **Job Title**: Client Service Representative (Administrative Support) - Calgary, AB_ | _Full-Time, On-Site_ **About Gemstone Lights** Gemstone Lights is a leader in innovative lighting systems, specializing in high-quality, permanent outdoor lighting solutions. We are dedicated to delivering outstanding customer experiences and supporting our growing...

  • Client Service Representative

    4 weeks ago

    Calgary, Canada BFL CANADA Full time

    Client Service Representative - Global Apply for the Client Service Representative - Global role at BFL CANADA. We offer more than a job, we offer a career! What We Offer Support for career growth through continued education and training. Personal and professional growth opportunities through engaging projects. Values of integrity, respect, diversity, and...

  • Client Service Representative

    4 weeks ago

    Calgary, Canada BFL CANADA Full time

    Client Service Representative - Global Apply for the Client Service Representative - Global role at BFL CANADA. We offer more than a job, we offer a career! What We Offer Support for career growth through continued education and training. Personal and professional growth opportunities through engaging projects. Values of integrity, respect, diversity, and...

  • Route Service Representative

    3 days ago

    Calgary, Canada EXECUTIVE MAT SERVICE Full time

    **Job Title: Route Service Sales Representative** **Location: Calgary, AB** **Job Type: Full-Time - Permanent** **About Us**: Are you avid about sustainability? Leading the mating industry in sustainable business practices that fight carbon emissions that start at your front door. We are more than just a workspace; it’s a collaborative environment that...

  • Client Service Representative- Calgary

    3 days ago

    Calgary, Canada Alberta Blue Cross Full time

    Let’s impact lives for the better! Alberta Blue Cross® is Alberta based, not-for-profit and dedicated to delivering exceptional customer experience and community leadership. We’re committed to providing the best health coverage to over 1.8 million members and take an active role in promoting wellness. We believe in what we do—and place trust in our...

  • Client Service Representative

    1 week ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    2 weeks ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    2 weeks ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    1 week ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...