Client-Focused Account Executive at Odyssey Trust (Alberta)

Client-Focused Account Executive at Odyssey Trust (Alberta)

29 Aug
|
Odyssey Trust
|
Alberta

29 Aug

Odyssey Trust

Alberta

Drive exceptional client outcomes as an Account Executive at Odyssey Trust Company in Calgary. Join a solution-driven team committed to innovation and client satisfaction in every interaction.

In this key role, you will oversee client service delivery while managing inquiries from clients and their advisors. Ideal candidates are entrepreneurial, cutting-edge, and thrive in challenging environments. Your work ethic and initiative will play a vital part in shaping the growth of Odyssey Trust Company.

Key Responsibilities:
• Manage day-to-day interactions with client portfolios
• Respond promptly to client requests and inquiries
• Organize and maintain up-to-date client information
• Assist clients in scheduling shareholder meetings




• Collaborate with teams for seamless client onboarding

Requirements:
• Previous experience in securities or brokerage
• Excellent communication and organizational skills
• Strong multitasking ability and attention to detail
• Proficient in Office 365 applications
• Post-secondary education preferred but not necessary

Bring a solution-based attitude and a focus on client retention to excel as an Account Executive at Odyssey Trust Company.
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📌 Client-Focused Account Executive at Odyssey Trust (Alberta)
🏢 Odyssey Trust
📍 Alberta

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