Associate, Client Services - Vancouver, Canada - Odyssey Trust Company

Odyssey Trust Company

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Associate, Client Services
At Odyssey Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team.

Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

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We Show Up for Each Other: We are in this together We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
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We Build: "Outside the box" is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
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We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
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We Do the Right Thing: We're dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude
The Associate, Client Services will be an integral part of our Vancouver team.

On a day-to-day basis you will be assisting the Director, Client Services with managing all aspects of your clients' service requirements and handling incoming inquiries from clients and their shareholders.

Our business is continually evolving, and you will help us shape its growth.

We're looking for someone who is known for their work ethic, taking initiative and considers themselves to be entrepreneurial, innovative and likes a challenge.

Key Accountabilities

The Associate will build strong relationships with our Directors and our clients.

You are someone they can count on to be available when they need you, find solutions to their challenges and pays attention to detail.

You are responsible to:

Communicate and coordinate service and operational activities within Odyssey's Vancouver office
Manage daytoday interactions with a portfolio of clients, including their counsel and advisors
Manage certain interactions with our clients' shareholders with a focus on efficient service
Maintain a strong focus on retention and growth by delivering exceptional service
Onboard clients, with a focus on making the transition process seamless for our clients
Assist Directors in scheduling and preparing for shareholder meetings including mailings, proxy tabulation, attending and preparing scrutineer's reports
Manage client requests and general inquiries, including preparation of reports, treasury orders, transfers, dividend payouts, etc.

Skills and Experience

Prior experience in securities or at a brokerage is an asset but not required.
Exceptional communication skills (written and oral), strong organizational skills and ability to prioritize and multitask
Solutionsbased attitude, answering inquiries with "yes, I can do that for you" or "let me find a way to make this happen"
Attention to detail and takes pride in work
Enjoys working with a small, closelyknit team in a fastpaced environment
Considers themselves technically sound and diligent
Completion of Canadian Securities and similar courses is preferred, but not essential

What We Offer

Paid Time Off:
Vacation, Medical Leave, Personal Days, Birthday Day off

Benefits:
Extended Health, Dental, Life Insurance, ADD, Critical Illness, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account