Director, Client Services

Description

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 Director, Client Services will be an integral part of our Vancouver team. On a day-to-day basis, you will be managing all aspects of your client’s 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.

You are responsible for:

· Manage all day-to-day interactions with a portfolio of clients, including their counsel and advisors.

· Manage client requests and inquiries promptly, including preparation of reports, batch receipting treasury orders and maintaining capital control, batch receipting transfer requests (client-initiated only), coordinating the delivery of securities issued for a client, set up of dividend payouts, set up of conversions to another securities class (other than those handled by corporate actions), SEDAR filings, whether filed in house or arranged with a 3rd party, and audit confirmations.

· Assist clients in scheduling and preparing for shareholder meetings including start-up, emailing search requests, completing SEDAR filings, CDS notice, arranging mailings, proxy tabulation, attending and preparing scrutineer’s reports.

· Knowledgeable about the details of each client account managed including any special classes, their outstanding corporate actions, outstanding corporate trust issues (though managed by those departments), special requirements for transfers (private issuers), US legend removal requirements, general stock transfer requirements, lost certificate, and estate transfer requirements.

· Billing for all services.

· Manage certain higher level (e.g. escalated) interactions with our clients’ shareholders with a focus on efficient service.

· Maintain a strong focus on retention and growth by delivering exceptional service.

· Assist with the preparation of fee proposals and onboarding packages.

· Onboard clients, with a focus on making the transition process seamless for our clients. This includes set up and maintaining client records, providing online access to records, ensuring shareholder records are loaded and audited in a timely manner, setting up share price and automated share price updates, sending a welcome package, and ensuring all aspects of setup have been completed properly per checklist.

· Participate in weekly department meetings and critically assess the current processes with a focus on finding efficient and innovative solutions.

Skills and Experience:

· Prior experience in securities, brokerage, or trust company is required.

· Exceptional communication skills (written and oral), strong organizational skills and ability to prioritize and multi-task.

· Solutions-based attitude, answering 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.

· Post-secondary education is preferred but not essential.

· Strong proficiency with Office 365 (Excel Word, PowerPoint), and other desktop applications.

· Completion of Canadian Securities or similar courses is preferred, but not essential.

What We Offer:

Paid Time Off: Vacation, Flex Days, Birthday Day off, Bonus Day

Benefits: Health and Dental, Life Insurance, Long Term Disability, AD&D, Employee Assistance Program, $500 Health Savings Account, RRSP Match.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

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.

Job Type: Full-time

Salary: $65,000.00-$90,000.00 per year

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