Director, Client Services

We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package. The Director, Client Services, will play a key role on our Calgary team, overseeing all aspects of client service delivery and managing inquiries from clients and their shareholders.

Our business is continually evolving, and you will help us shape its growth. Managing all day-to-day interactions with a portfolio of clients, including their counsel and advisors. Assisting clients in scheduling and preparing for shareholder meetings including emailing search requests, coordinating SEDAR+ filings, filing CDS notices, coordinating the mailing of meeting materials, reviewing proxy tabulations, attending meetings, and preparing scrutineer’s reports.

Maintaining up-to-date knowledge of each client account, including special share classes, outstanding corporate actions, current Trust services or Employee Plans (managed by other departments), and specific requirements for transfers, legend removals, lost certificates, and estate processing. Billing for all services provided, as applicable. As required, managing high-level interactions with our clients’ shareholders with a focus on first point resolution.





Maintaining a strong focus on retention and growth by delivering exceptional service. As required, assisting with the preparation of fee proposals and onboarding packages. Collaborating with the Onboarding Team to ensure seamless client migrations, including account setup, maintaining accurate records, auditing shareholder data, sending welcome packages, and confirming all setup tasks are completed thoroughly.

Robust organizational abilities with a proven capacity to prioritize, multitask, and maintain a high level of accuracy and attention to detail—while working effectively both in-office and remotely. Post-secondary education is preferred but not essential. Proficiency with Office 365 (Excel, Word, PowerPoint, Outlook), and other desktop applications.

Vacation Bonus

Day off Health and Dental Life Insurance Long Term Disability Employee Assistance Program $500 Health Savings Account By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. #

📌 Director, Customer Support - Remote (Calgary)
🏢 Odyssey Trust
📍 Calgary