New Accounts Specialist - Client Services & Compliance

Odlum Brown Limited; Vancouver; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Mentorship programs

Professional development

Competitive salary and bonuses

Job summary

Odlum Brown Limited in Vancouver seeks a New Accounts Administrator to ensure client account data is accurate and complete, supporting Investment Advisors and the broader Client Services team.

The role emphasizes regulatory compliance, attention to detail, and collaboration with team leads. On-site at five days per week, you’ll engage with advisers and cross‑functional teams to maintain high service standards.

Qualifications

• Minimum of two years in investment industry roles such as New Accounts, Client Services or Compliance.
• University graduate in Finance, Accounting or Business is an asset.
• Experience serving clients in a professional services environment.
• Excellent attention to detail and the ability to work efficiently and accurately.
• Strong organizational skills and ability to prioritize time-sensitive tasks.
• Self-starter with good work ethic and eagerness to learn.

Responsibilities

• Review high volumes of new and existing client account forms and update information.
• Review and reconcile client account fees per the fee model and structure.
• Process client account documentation accurately and in compliance with regulations.
• Provide customer service and administrative support to Investment Advisors and Assistants.
• Respond to inquiries promptly to deliver service excellence to clients.

Skills

Customer service

Attention to detail

Organizational skills

Communication skills

Cross-functional collaboration

Analytical thinking

Education

Finance/Accounting/Business degree

Tools

Broadridge Dataphile

PureFees platform

Microsoft 365

Job description

Odlum Brown Limited in Vancouver seeks a New Accounts Administrator to ensure client account data is accurate and complete, supporting Investment Advisors and the broader Client Services team.

The role emphasizes regulatory compliance, attention to detail, and collaboration with team leads. On-site at five days per week, you’ll engage with advisers and cross‑functional teams to maintain high service standards.