Associate, Client Services

Odyssey Trust Company; Toronto; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

PTO

Extended Health

Dental

Life Insurance

Long-term Disability

RRSP/TFSA Match

Job summary

Odyssey Trust Company is seeking an Associate, Client Services to support our Toronto team. You will assist the Director, Client Services with handling client inquiries, managing service requirements, and driving growth through exceptional service delivery.

The role emphasizes a proactive, entrepreneurial mindset, strong communication, and attention to detail in a fast-paced environment. Prior securities experience is an asset, and familiarity with Office 365 is required.

Qualifications

• Excellent written and verbal communication skills.
• Strong organizational and multi-tasking abilities.
• Solutions-based attitude and proactive problem-solving.
• Attention to detail and pride in work.
• Comfortable in a small, fast-paced team environment.
• Completion of Canadian Securities and similar courses is preferred.
• Proficient with Office 365 and desktop applications.

Responsibilities

• Communicate and coordinate service and operational activities within Odyssey’s Toronto office.
• Manage day-to-day interactions with a portfolio of clients, including counsel and advisors.
• Handle client shareholder inquiries and ensure efficient service.
• Focus on retention and growth by delivering exceptional service.
• Onboard clients to ensure a smooth transition process.
• Assist Directors in preparing for shareholder meetings and reports.
• Process client requests, reports, treasury orders, transfers, and dividends.
• Ensure services are billed appropriately.

Skills

Communication skills

Organizational skills

Multi-tasking

Attention to detail

Team player

Technical/diligent

Education

Canadian Securities courses (preferred)

Tools

Office 365

Job 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:

• 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.
• 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.
• 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.
• 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 Toronto 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 Toronto office
• Manage day-to-day 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.
• Ensure services are billed for.

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 multi-task
• Solutions-based 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, close-knit team in a fast-paced environment
• Considers themselves technically sound and diligent
• Completion of Canadian Securities and similar courses is preferred, but not essential
• Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications

What We Offer

Paid Time Off: Vacation, Flex Days, Bonus Day, 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, RRSP/TFSA Match.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.