client service clerk

Associate, Client Services At Odyssey Trust Company, we?re reimagining the infrastructure that powers modern markets. As a tech-forward transfer agent and trust company, we?re not just supporting how companies grow, we?re helping shape what?s possible. Our platforms, processes, and people are modernizing an industry where accuracy, speed, and expertise truly matter.We help issuers manage and engage their shareholders with confidence, ensuring their most important relationships and transactions run seamlessly. Whether managing dividend payments for a mature corporation or facilitating corporate events, such as annual meetings, we provide tailored solutions that make business simple, fast, and easy for issuers and their shareholders.With a reputation built on precision, responsiveness, and a deep commitment to client success, Odyssey is trusted by organizations across North America to deliver service that keeps their business moving.About Our TeamOdyssey 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 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 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 Do the Right Thing: We?re dependable, trustworthy, and proud of our professional standards.Primary Responsibilities & AttitudeThe Associate, Client Services will be an integral part of our Calgary 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 Calgary 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. 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, closely-knit team in a fast-paced environment·       Considers themselves technically