Support client relationships in Calgary with Odyssey Trust Company, using strong communication, organization, and problem-solving skills across service requests.
As a Client Services Associate, you will assist the Calgary team with client service requirements and incoming inquiries. You will work with directors, clients, shareholders, counsel, and advisors while coordinating operational activities. The position emphasizes initiative, entrepreneurial thinking, innovation, attention to detail, and dependable execution.
Key Responsibilities:
- Manage daily interactions with a portfolio of clients
- Coordinate service activities across Odyssey's various offices
- Handle shareholder interactions with efficient service
- Onboard clients and support seamless transitions
- Prepare reports, transfers, payouts, and treasury orders
Requirements:
- Excellent written and oral communication skills
- Strong organizational and time management abilities
- Ability to prioritize competing demands effectively
- Strong Office 365 and desktop application proficiency
- Transfer agent or brokerage securities experience is an asset
Bring client service coordination, careful communication, and practical problem-solving to Odyssey Trust Company's Calgary team.
Client Services Associate Calgary employer: Odyssey Trust Company
Odyssey Trust Company is an exceptional employer that fosters a collaborative and dynamic work culture in the heart of Vancouver or Toronto. With a strong emphasis on employee growth, we offer comprehensive training and development opportunities, ensuring that our team members thrive in their roles while contributing to meaningful financial operations. Join us to be part of a dedicated team that values accuracy, compliance, and innovation in the corporate trust sector.
