Elevate client experience with Odyssey Trust Company as the Director of Client Services in Calgary. Lead a dedicated team, oversee client interactions, and drive service excellence daily.
In this vital role, you will manage all aspects of client service delivery while ensuring satisfaction and retention. Your robust work ethic and entrepreneurial mindset will help shape growth at Odyssey. Familiarity with securities and trust operations will empower you to respond quickly to inquiries and manage a diverse portfolio of clients effectively.
Key Responsibilities: - Oversee daily client interactions with timely communication - Manage inquiries, reports,



and treasury orders efficiently - Maintain organized client information in Odyssey systems - Assist in scheduling shareholder meetings and filing requirements - Collaborate with onboarding for seamless client migrations
Requirements: - Experience in securities or brokerage settings required - Exceptional written and verbal communication skills - Robust organizational and multitasking abilities - Proficiency with Office 365 applications - Solution-focused attitude and attention to detail
Drive exceptional service and client satisfaction as you lead the team at Odyssey Trust Company.#J-18808-Ljbffr

📌 Client Services Director At Odyssey Trust Winnipeg
🏢 Odyssey Trust
📍 Winnipeg