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CC
Retail Shift Leader
Canna Cabana
Edmonton, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 45 mins ago
MG
Pharmacist
Michael Garron Hospital
Toronto, ON
- Temporary
Provides and/or participates in the following services to facilitate the indirect delivery of pharmaceutical care:
Added 45 mins ago
PV
Keyholder
Pet Valu
Grand Forks, BC
- Part-time
Assist in unloading delivery vehicles of cases and bags of pet food and supplies and putting these into stock (items up to 50 lbs.)
Added 45 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
Assist in unloading delivery vehicles of cases and bags of pet food and supplies and putting these into stock (items up to 50 lbs.)
Added 45 mins ago
PV
Keyholder
Pet Valu
Canada
- Part-time
Assist in unloading delivery vehicles of cases and bags of pet food and supplies and putting these into stock (items up to 50 lbs.)
Added 45 mins ago
PV
Keyholder
Pet Valu
Saskatoon, SK
- Part-time
Assist in unloading delivery vehicles of cases and bags of pet food and supplies and putting these into stock (items up to 50 lbs.)
Added 45 mins ago
U
Key Account Manager - Beauty & Personal Care
Unilever
Toronto, ON
- Full-time
We are looking for a commercially driven and customer-focused Key Account Manager to lead and grow one of our key Canadian retail accounts, Costco.
Added 1 hour ago
SL
Senior Data Manager
Singapore Land Authority (SLA)
SK
- Full-time
Lead the data governance team, set priorities and oversee the delivery of SLA’s data governance workplan and initiatives.
Added 1 hour ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
St. John's, NL
- Full-time
The Advisory team is seeking a Senior Manager, Talent Attraction, to lead talent attraction strategy and delivery for Advisory (Risk Services and Deal Advisory). Reporting to the Director,…
Added 1 hour ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you unlimited…
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you unlimited…
Added 1 hour ago
MU
Case Manager Crisis Response
McGill University
Brown Student Serv.
- Full-time
Reporting directly to the Associate Director, Suicide Prevention and Crisis Management, the Case Manager in the Office of the Dean of Students (ODOS), Crisis Response (CMCR) plays a key…
Added 1 hour ago
BI
Filling Operator - Midnight shift (Sunday to Thursday 23:00-7:00)
Baxter International Inc.
Alliston, ON
- Full-time
…continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and…
Added 2 hours ago
UO
Project Manager 1
University of Victoria
Victoria, BC
- Full-time
…together as a team to ensure a high standard of customer service delivery, as well as the provision of capital projects, and effective, efficient and safe performance for the operation and…
Added 2 hours ago
HR
Senior Quantity Surveyor - Ontario Line Project
Hitachi Rail
Toronto, ON
- Full-time
Ensure the monthly statement issuing, with the Construction Manager, according to the project planning
Added 2 hours ago
HR
QA/QC Engineer
Hitachi Rail
Mississauga, ON
- Full-time
Responsible for supporting assigned Quality Assurance activities and Quality Control activities at the installation and Commissioning site, reporting directly to the on-site QA/QC Manager.
Added 2 hours ago
OI
Evening ECE Instructor
Oxford International
Halifax, NS
- $26,208 USD / year
- Part-time
The PT Hybrid ECE Instructor (evenings) – ECE Program will support the Program Manager – ECE Program to oversee and be responsible for all Academics, Compliance, and Management of the ECE…
Added 2 hours ago
R
Manager, Technical Support – Projects & Services (Global)
Ralliant
Mississauga, ON
- Full-time
Experience in project-based delivery or commissioning environments
Added 2 hours ago
SC
shift supervisor - Store# 84958, TAUNTON GARDENS
Starbucks Coffee Company
Whitby, ON
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 2 hours ago
JD
Bar staff
J D Wetherspoon
North Stormont, ON
- Full-time
opportunities to move into team-leader, kitchen-shift-leader and/or pub-manager roles.
Added 2 hours ago
NA
Manager, Commercial SME
NFP, an Aon company (Canada)
Oshawa, ON
- Full-time
Our Small and Medium Enterprise (SME) Commercial Insurance team is seeking a full-time, permanent Manager to lead a team of SME Client Managers in a trusting, accountable, People First…
Added 2 hours ago
PH
Organ Donation Specialist, Transplant Coordination - BC Transplant
Provincial Health Services Authority
Vancouver, BC
- Part-time
Reporting to the Clinical Operations Manager, Organ Donation, the Organ Donation Specialist functions as an integral part of the Organ Donation and Hospital Development (ODHD) Team, and as…
Added 2 hours ago
UC
Student Records Manager
UHI Centre for History
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…and institutional governance. Through high-quality service delivery and expert advice, the team underpins the University's regulatory responsibilities while enabling an excellent experience…
Added 3 hours ago
D
Account Manager
DEPT®
Toronto, ON
- $60,000 to $70,000 CAD / year
- Contract
…producing creative content at scale at a global level. As a project manager you will be supporting across the account as a whole ensuring consistent and successful delivery of multiple…
Added 3 hours ago
M
Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…

Olympia Financial Group Inc

Client Service Representative

Calgary, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Education: High school diploma
Posting language: English
Posted: Oct 2, 2026

Original job description

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.
Answer inbound calls through the call queue software program and return all voicemails within customer service standards while maintaining a professional and friendly manner.
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.
Update individual client accounts with appropriate notes following each conversation or email correspondence.
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.
Efficiency in returning calls and emails with accurate and articulate information.
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.
Intermediate level with Outlook and Microsoft Office products and internet applications is an asset.
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

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More about this job

Responsibilities

The Client Service Representative acts as the primary point of contact for inbound client inquiries, providing personalized support and solutions. They are responsible for managing call queues, updating client accounts, and liaising with internal teams to ensure efficient service delivery.

Requirements

Candidates must have a high school diploma, with post-secondary education and 1-3 years of experience in customer service or the financial industry considered an asset. Strong communication skills and proficiency in Microsoft Office are required, along with the ability to pass a criminal background check.

Skills

Customer service
Call center operations
Communication
Problem solving
Technical support
Data entry
Conflict resolution
Time management
Attention to detail
Microsoft Office
Outlook
Anti-money laundering
Financial services
Relationship management
Professionalism

Visa sponsorship

Not detected in the job text

Keywords

Client Service Representative
Inbound calls
Call queue
Financial industry
Investment industry
Anti-Money Laundering
AML
Microsoft Office
Outlook
Customer support
Documentation
Account management
Escalation
Communication skills
Professionalism
Data entry
Technical support
Relationship building
Business administration
Economics

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