Odyssey Trust Company Job Board
Director, Client Services
Description
Director, 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 Team
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 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 & Attitude
The Director, Client Services will play a key role on our Toronto team, overseeing all aspects of client service delivery and managing inquiries from clients and their shareholders. As our business continues to evolve, you'll help shape its growth and direction. We're looking for someone with a strong work ethic, a proactive mindset, and an entrepreneurial spirit—someone who thrives on innovation and embraces challenges.
You will be responsible for:
- Managing all day-to-day interactions with a portfolio of clients, including their counsel and advisors.
- Responding to client requests and inquiries promptly, including but not limited to preparing reports, reviewing treasury orders, maintaining capital control, receipting transfer requests, setting up dividend payments, coordinating SEDAR+ filings, and providing audit confirmations.
- Ensuring client information is current and well-organized in Odyssey systems.
- Assisting clients in scheduling and preparing for shareholder meetings including emailing search requests, coordinating SEDAR+ filings, filing CDS notices, coordinating the mailing of meeting materials, reviewing proxy tabulations, attending meetings, and preparing scrutineer’s reports.
- Maintaining up-to-date knowledge of each client account, including special share classes, outstanding corporate actions, current Trust services or Employee Plans (managed by other departments), and specific requirements for transfers, legend removals, lost certificates, and estate processing.
- Billing for all services provided, as applicable.
- As required, managing high-level interactions with our clients’ shareholders with a focus on first point resolution.
- Maintaining a strong focus on retention and growth by delivering exceptional service.
- As required, assisting with the preparation of fee proposals and onboarding packages.
- Attending prospect calls as needed, with a focus on providing demos on Odyssey’s suite of programs.
- Collaborating with the Onboarding Team to ensure seamless client migrations, including account setup, maintaining accurate records, auditing shareholder data, sending welcome packages, and confirming all setup tasks are completed thoroughly.
- Participating in departmental and company-wide meetings and critically assess the current processes with a focus on finding efficient and innovative solutions.
Skills and Experience:
- Prior experience in securities, brokerage, transfer agent or trust company is required.
- Excellent written and verbal communication skills.
- Strong organizational abilities with a proven capacity to prioritize, multitask, and maintain a high level of accuracy and attention to detail—while working effectively both in-office and remotely.
- Comfortable working with numbers and performing basic calculations.
- Solution-based attitude, answering with “yes, we can do that for you” or “let me find a way to make this happen.”
- Attention to detail.
- Post-secondary education is preferred but not essential.
- Proficiency with Office 365 (Excel, Word, PowerPoint, Outlook), and other desktop applications.
- Completion of Canadian Securities or similar courses is preferred, but not essential.
What We Offer:
Paid Time Off: Vacation, Sick Days, Birthday Day off
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.
Compensation
$65,000.00 - $85,000.00 per year