Odlum Brown
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Odlum Brown

Suite 1100 – 250 Howe Street Vancouver, BC V6C 3S9,


Verification Level: 4/7






About the employer

Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm ...

Supervisor, Client Services

posted 1 month ago


Total Price

  • CAD 70 000 - CAD 80 000

Hourly Rate

  • CAD 33 - CAD 38

Expected Hours

  • 2 112

Project Length

  • 12 months


Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition
of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s
Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team
members, clients and communities.

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and
Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values
are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You
will work with really interesting people and make great friends, too.

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer
Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,
and we work hard to inspire passion and fun while doing it.

Continuous learning matters. We are committed to providing career-long support for learning and growth.

We have an opportunity for a Supervisor, Client Services to join our award-winning firm in the Vancouver office.

Reporting to the Manager, Client Services, you are a subject matter expert in Client Services operations and will
manage the day-to-day processes in our Client Services department. The ideal candidate is analytical, process-driven
and seasoned at juggling competing priorities and ensuring tasks are executed with speed and accuracy. This role will
provide you with the opportunity to apply your passion for team development and desire for continuous
improvement, while delivering exceptional client service.



• People Leadership

o Inspire, coach, support and develop various Client Services teams
o Conduct formal performance review activities, coaching for performance throughout the year
o Support the continuous learning and development of team members
o Leverage the talent management program to identify and mentor emerging leaders for succession

planning initiatives
o Recruit internal and external candidates using best-in-class recruitment practices that align with the

firm’s core values
• Process Management

o Coordinate and supervise activities required for the effective day-to-day operation of various Client
Services teams

o Support training programs directed towards our investment advisory team
o Review and improve existing practices and streamline department processes
o Provide guidance to the team on responding to exception scenarios and addressing challenges while

considering various stakeholder concerns
o Anticipate challenges and plan strategically for future growth opportunities
o Develop subject matter expertise for all facets of Client Services requirements including creating

reference manuals
o Provide support and guidance to Client Services teams for addressing complex issues and responding

to questions
o Maintain high level of data accuracy for assurance in quality output


  • Minimum of three years of Transfers, Tax Reporting, Corporate Actions, Securities or related experience
  • Minimum of two years of proven people leaderships skills
  • Undergraduate degree in Business or Finance or equivalent work experience in a business-oriented discipline
  • Strong business acumen, excellent decision-making skills and judgement
  • Self-confident team player with the ability to develop positive and productive relationships
  • A high degree of self-discipline with superior time management and organizational abilities to juggle multiple

competing priorities

  • Ability to leverage technology to identify, streamline and implement process improvement opportunities
  • Proven ability to deliver results within prescribed deadlines
  • Excellent verbal and written communication skills
  • Ability to problem solve and exercise good judgement and decision-making within a regulatory framework
  • Proficiency in the ATON transfer system
  • Experience with Broadridge’s Dataphile platform or similar data processing system
  • Proficiency in MS Office (Outlook, Word, Excel and PowerPoint)



A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of
individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We
believe in rewarding team members and do this by providing a competitive total rewards package that is fair and
equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to
expand your career. This role has an expected salary of $70,000 – $80,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d
like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and
resume to [email protected] by May 31, 2024.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time
of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with
individuals whose profiles most closely match what’s needed to be successful in this role.

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