Director of Client Services in Calgary

Director of Client Services in Calgary

19 Aug
|
Odyssey Trust
|
Calgary

19 Aug

Odyssey Trust

Calgary

Join Odyssey Trust Company as the Director of Client Services and transform client interactions in Calgary. Be part of a collaborative environment focused on innovation and exceptional service.

As the Director, you will take charge of all client service delivery, ensuring effectiveness and satisfaction. Your entrepreneurial approach and ability to problem-solve will be crucial in maintaining relationships with clients and their stakeholders. A strong background in securities or trust companies is essential for effectively managing inquiries and overseeing diverse client needs.

Key Responsibilities

- Manage all client interactions and inquiries promptly
- Support clients in organizing shareholder meetings
- Maintain and organize client account information effectively
- Bill for services and respond to shareholder concerns
- Drive continuous improvement in client service processes

Requirements

- Required experience in a brokerage or trust company
- Excellent verbal and written communication skills
- Robust organizational skills to prioritize tasks
- Proficiency in Office 365 applications
- Detail-oriented with a solution-oriented mindset

Lead service excellence and drive growth at Odyssey Trust Company in Calgary.

📌 Director of Client Services in Calgary
🏢 Odyssey Trust
📍 Calgary

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