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Added 27 mins ago
MF
Operations Associate
Merit for Apprenticeship
ON · Ontario, Canada
- Full-time
You report directly to our Operations Manager and work alongside our field crews, technical designer and office team. Our Operations Manager owns the schedule, project management and…
Added 27 mins ago
A
HVAC Technician – Level 2
AirRevive
Hamilton, ON
- Full-time
…such as apprenticeships, HVAC school graduates, or significant field experience, are encouraged to…
Added 27 mins ago
TC
Service Manager / Field Supervisor (Plumbing Operations)
TR Construction Group
Field, BC
- Full-time
TR Construction Group, LLC seeks an experienced Service Manager / Field Supervisor to direct daily workflow and oversee the quality, safety, and productivity of our residential plumbing…
Added 27 mins ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 27 mins ago
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 27 mins ago
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Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…the team by completing additional tasks as directed by the…
Added 27 mins ago
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Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The Research Institute of the MUHC is seeking an interim Project Manager to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and…
Added 27 mins ago
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Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…of the CVIS Research Director and the CVIS Clinical Research Manager, the incumbent will be directly involved in several PI-Initiated and industry clinical trials and research studies,…
Added 27 mins ago
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Tremplin Program Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…experiential learning opportunities. Reporting to the Tremplin Manager and the Principal Investigator, the Coordinator will contribute to the coordination, facilitation, evaluation, and…
Added 27 mins ago
MU
RESEARCH SECURITY ANALYST (BAND LEVEL 8)
Memorial University, Newfoundland and Labrador
St. John's, NL
- Full-time
Reporting to the Research Security Manager, the Research Security Analyst will support the advancement and implementation of research security practices at Memorial. The position will…
Added 27 mins ago
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
Added 27 mins ago
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Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Added 58 mins ago
SM
Gestionnaire régional des ventes (Area Sales Manager) - Region du Quebec Est
Scotts Miracle-Gro
Quebec, QC
- Full-time
Le gestionnaire régional des ventes (Area Sales Manager) est chargé d’établir un partenariat avec les comptes indépendants régionaux afin d’atteindre les buts et objectifs en matière de…
Added 58 mins ago
S
Transversal Finance Lead
Sanofi
Toronto, ON
- Full-time
Added 58 mins ago
SJ
Associate Manager, FP&A and Tax
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
Bachelor’s degree in Accounting, Finance, or a related field required
Added 58 mins ago
S
IT Business Analyst – Finance
Sanimax
Montreal, QC
- Full-time
Reporting to the Manager of Business Analysis, you will act as a strategic partner to the Finance teams and serve as a key liaison between business users and IT teams. Your expertise will…
Added 1 hour ago
MD
Fisheries Populations Monitoring and Regulations Manager - State Prog Admin Manager Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Fisheries Populations Monitoring and Regulations Manager
Added 1 hour ago
MD
Equal Opportunity Compliance Manager - Affirmative Action Officer 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…administration, business administration, or other closely related field as determined by the agency may substitute one (1) year of experience; master’s degree substitutes for eighteen (18)…
Added 1 hour ago
T
Process Engineer
Tenova
Mississauga, ON
- Full-time
…and processes.Provide process engineering deliverables and field support.Contribute to technology development based on project feedback and experience.Collaborate with Sales to review…
Added 1 hour ago
W
Study Manager (M&M)
Wood
Vancouver, BC
- $170,000 to $200,000 CAD / year
- Full-time
Wood is recruiting for a Study Manager to join its Minerals and Metals (M&M) business focusing on large mining project. This opportunity is based at our Vancouver, BC office and is hybrid.
Added 1 hour ago
T
R&D Engineer- Data Scientist
Tenova
Mississauga, ON
- Full-time
The R&D Engineer - Data Science, under the direction of the R&D Manager, is responsible for analyzing operational and test data, developing algorithms, and researching, building,…
Added 1 hour ago
S
Finance Intern Assistant (Part-time)
Sandvik
Saskatoon, SK
- Part-time
Support the Accounting Manager in preparing month-end reports.
Added 2 hours ago
YS
Reproductive Health Manager
Yemen ShortList
Aden
- Full-time
Internally works with: Senior Health Manager, health technical and program managers (including MHPSS and Nutrition), Protection teams (Women’s Protection and Empowerment, Child Protection,…
Added 2 hours ago
ME
Construction & Project Manager
M2 Engineering
AB · Edmonton, AB
- Full-time
As a Construction Project Manager, you will liaise directly between our engineering team, contractors, and our clients. This includes coordinating contractor enquiries, request for…
Added 2 hours ago
L
Manager - P&C Systems | Vancouver
lululemon
Vancouver, BC
- Full-time
The Manager, Foundational HR Systems is part of the P&C Operations function and oversees a team of Business Analysts, Sr. Functional Analysts, and Functional Analysts.

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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