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 effective 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.