Client Services Associate Calgary

Client Services Associate Calgary

09 Nov
|
Odyssey Trust
|
Calgary

09 Nov

Odyssey Trust

Calgary

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 clientsCoordinate service activities across Odyssey's various officesHandle shareholder interactions with productive serviceOnboard clients and support seamless transitionsPrepare reports, transfers, payouts, and treasury ordersRequirements:Excellent written and oral communication skillsStrong organizational and time management abilitiesAbility to prioritize competing demands effectivelyStrong Office 365 and desktop application proficiencyTransfer agent or brokerage securities experience is an assetBring client service coordination, careful communication, and practical problem-solving to Odyssey Trust Company's Calgary team.

📌 Client Services Associate Calgary
🏢 Odyssey Trust
📍 Calgary

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