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Added 1 min ago
T
Personal Banking Associate-1
TD
AB · St. Albert, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 min ago
A
Construction Manager/Site Superintendent
Ameresco
AB · Canada - Alberta - Edmonton
- Full-time
…modernize infrastructure. Since 2000, we have served as a trusted partner to public and private sector customers across North America, the UK and Europe, delivering over $15 billion in…
Added 1 min ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
…including overseeing new employee onboarding and providing career development planning and…
Added 1 min ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
…including overseeing new employee onboarding and providing career development planning and…
Added 1 min ago
AW
Bilingual Supervisor, Transfers
Aviso Wealth
Remote, Canada
- $83,000 to $100,000 CAD / year
- Full-time
- Remote
…including overseeing new employee onboarding and providing career development planning and…
Added 1 min ago
AW
Reconciliations Administrator, Temporary
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Temporary
- Remote
…prescribed internal and regulatory deadlines for multiple lines of business. These reconciliations cover control accounts, mutual fund positions, GIC’s, pool funds, bank accounts and any…
Added 1 min ago
AW
Reconciliations Administrator, Temporary
Aviso Wealth
Remote, Canada
- $46,000 to $55,000 CAD / year
- Temporary
- Remote
…prescribed internal and regulatory deadlines for multiple lines of business. These reconciliations cover control accounts, mutual fund positions, GIC’s, pool funds, bank accounts and any…
Added 1 min ago
SAP SD Functional Analyst
Hatch
Mississauga, ON
The SAP SD Functional Analyst plays a pivotal role in delivering innovative, business-focused SAP solutions that support our global operations. In this role, you will partner closely with…
Added 16 mins ago
RB
Enterprise Change Enablement Manager
Royal Bank of Canada
Toronto, ON
- Full-time
Partner with Change Review Boards and support Enterprise CAB and Low-Risk queues to ensure IT change processes are effective, efficient, and well-understood
Added 16 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Nanaimo, BC
- Full-time
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Acumen, Practice Management
Added 16 mins ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
TP is a worldwide leader in client experience management and contact center business process outsourcing. With more than 500,000 employees, development of an efficient and responsible…
Added 27 mins ago
BO
Treasury Sales Associate
Bank of America
Toronto, ON
- Full-time
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an…
Added 27 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 27 mins ago
SP
Customer Success Manager - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
…responsible for identifying and addressing both technical and business concerns, aligning them strategically with customer priorities, projects, and…
Added 27 mins ago
A
Reconciliations Administrator, Temporary
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Temporary
…prescribed internal and regulatory deadlines for multiple lines of business. These reconciliations cover control accounts, mutual fund positions, GIC's, pool funds, bank accounts and any…
Added 27 mins ago
AF
Specialist II, Processing Operations
ATB Financial
Calgary, AB
- Full-time
Partner with developers, product owners, leadership, and external stakeholders to articulate operational recommendations and advance strategic business goals.
Added 31 mins ago
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IT Business Analyst
AtkinsRéalis
Montreal, QC
- Full-time
As an IT Business Analyst, you will partner with business stakeholders to understand requirements, analyze business processes, and support the design and implementation of technology…
Added 31 mins ago
S
Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it…
Added 31 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
T
Personal Banker Trainee
TD
Calgary, AB · Canmore, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
T
Manager, IT Operations (Oracle & PostgreSQL Database Services)
TD
Mississauga, ON · Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
T
Oracle / PostgreSQL Database Administrator
TD
Mississauga, ON · Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 31 mins ago
A
Time Labour Management, Lead Implementation Specialist
ADP
Burnaby, BC
- Full-time
Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients…

Olympia Financial Group Inc

Client Service Representative

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Education: High school diploma
Posting language: English
Posted: Oct 7, 2026

Original job description

Client Services Representative

Job Summary

Olympia Benefits Inc. is looking for a friendly, dependable, and solution-focused Client Services Representative (CSR) to join our team in Calgary, AB.

As a CSR, you will be one of the primary points of contact for our clients and play an important role in creating a positive customer experience. You will support clients through phone and email, helping answer questions, resolve concerns, and guide them through their accounts and services.

We are looking for someone who takes ownership, has great attention to detail, communicates confidently and professionally, and is willing to take the extra step to find a solution. You should be comfortable asking questions, using your judgement, and working collaboratively with others while managing your own responsibilities.

This position offers training and opportunities for internal career growth. Post-secondary new graduates are welcome to apply.

Duties & Responsibilities

Upholds 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 all inbound client inquiries by phone and email in a timely, friendly, and professional manner.
Make outbound calls as required, including client follow-ups, returning messages, new client onboarding, and special outreach projects.
Resolve client questions and concerns related to benefits, claims, account set up and maintenance, online portal access, digital forms, self-service tools and general inquiries.
Support a variety of client groups including plan members, employers, advisors, and business partners while delivering consistent and professional client experience.
Maintain clear, accurate, and detailed notes of client interactions and account activity.
Understanding privacy legislation, internal compliance protocols, and handling tax related inquiries.
Maintain confidentiality and appropriately safeguard sensitive client and financial information.
Identify recurring client questions, concerns, or trends and communicate them to leadership.
Recommend opportunities to improve processes, procedures, and overall client experience.
Participate in ongoing training, coaching, and professional development.

Provide timely, professional and accurate services across phone and email.
Take ownership of client requests and ensure follow-up is completed.
Maintain strong attention to detail.
Meet established client service performance standards and service levels.
Maintain a high level of integrity and confidentiality when handling sensitive information.
Flexible to perform a variety of tasks as required to support the team, business, and organizational priorities.

Competencies

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 flexible/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 escalate 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, customer service, or a related field considered an asset.
One year of customer service or call centre experience is preferred; relevant post-secondary education may also be considered transferable.
Experience in benefits, insurance, financial services, or related industry is considered an asset.

Specialized Skills & Knowledge

Team-Specific

Strong verbal and written communication skills, with the ability to communicate professionally and clearly with clients and team members.
Strong problem-solving, critical thinking, and sound judgement skills, including the ability to ask questions, assess client needs, and manage challenging interactions appropriately.
Strong organizational skills, attention to detail, and adaptability, with the ability to manage multiple priorities while working independently and collaboratively in a fast-paced environment.
Experience in utilizing CRM systems and workflows in a client services setting.
Experience with customer service platforms such as HubSpot or similar CRM/Ticketing systems is considered an asset.

General

Intermediate Microsoft Outlook, Word, Excel, and Teams skills.
Comfortable learning and navigating new technology, internal databases, and client-facing online platforms.
Experience using document management and collaboration tools such as SharePoint is considered an asset.

Role Details

Reports to: Team Lead, Client Services
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.

With Us, It’s Personal

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More about this job

Responsibilities

The Client Service Representative will act as a primary point of contact for clients, resolving inquiries regarding benefits, claims, and account maintenance via phone and email. They are responsible for maintaining accurate records, identifying service trends, and collaborating with the team to ensure a positive customer experience.

Requirements

Candidates must have a high school diploma, with post-secondary education and one year of customer service or call center experience preferred. Proficiency in Microsoft Office and experience with CRM systems are required to manage client interactions effectively.

Skills

Customer service
Communication
Problem solving
Attention to detail
Critical thinking
CRM systems
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft Teams
Time management
Adaptability
Interpersonal skills
Data entry
Collaboration

Benefits

Training
Internal career growth opportunities

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Customer Experience
Benefits Administration
Claims Processing
CRM
HubSpot
SharePoint
Privacy Legislation
Compliance
Inbound Calls
Outbound Calls
Account Management
Data Management
Professional Development
Financial Services
Insurance

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