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Added 5 mins ago
Manager, Client Performance and Initiative - Tangerine
Tangerine
Toronto, ON
Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 5 mins ago
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Toronto, ON
Full-time
…AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique…
Added 6 mins ago
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Ottawa, ON
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Added 22 mins ago
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Added 22 mins ago
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Added 22 mins ago
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Added 35 mins ago
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Added 35 mins ago
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$60,000 to $65,000 CAD / year
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Added 52 mins ago
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Added 52 mins ago
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Added 52 mins ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
Manager, Client Performance and Initiative - Tangerine
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Added 1 hour ago
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Added 1 hour ago
Business Development Account Manager (AM) - Western Canada
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Added 1 hour ago
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Added 1 hour ago
Senior IT Consultant and Lead, Client Experience - Alberta or British Columbia
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Added 1 hour ago
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Odyssey Trust Company

Associate, Client Services

Toronto, ON, Canada

Pay: $50,000 to $60,000 CAD / year
Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

Applications open in a new tab.

Original job 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 Associate, Client Services will be an integral part of our Toronto 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

Responsibilities

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 Toronto 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.
Ensure services are billed for.

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, close-knit team in a fast-paced environment
Considers themselves technically sound and diligent
Completion of Canadian Securities and similar courses is preferred, but not essential
Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications

What We Offer

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

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, RRSP/TFSA 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.

Apply About employer

More about this job

Responsibilities

Manage day-to-day service needs and inquiries for a portfolio of clients, their advisors, and shareholders, while coordinating operational activities in the Toronto office. Support client onboarding and shareholder meetings, prepare reports and process service requests, and help retain and grow client relationships through responsive service.

Requirements

Candidates should have strong communication, organizational, prioritization, multitasking, problem-solving, and attention-to-detail skills, along with proficiency in Office 365 and desktop applications. Securities or brokerage experience and completion of Canadian Securities or similar courses are preferred assets, but are not required.

Skills

Client Service
Written And Oral Communication
Organization
Prioritization
Multitasking
Problem-Solving
Attention To Detail
Initiative
Client Onboarding
Shareholder Meeting Coordination
Proxy Tabulation
Report Preparation
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Benefits

Paid Vacation
Flex Days
Bonus Day
Birthday Day Off
Extended Health Insurance
Dental Insurance
Life Insurance
Accidental Death And Dismemberment Insurance
Critical Illness Insurance
Long-Term Disability Insurance
Employee Assistance Program
Health Care Spending Account
Lifestyle Spending Account
RRSP/TFSA Matching

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Services
Securities
Brokerage
Shareholder Services
Client Onboarding
Shareholder Meetings
Proxy Tabulation
Scrutineer’s Reports
Treasury Orders
Transfers
Dividend Payouts
Client Retention
Microsoft Office 365
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Canadian Securities Courses
Operational Coordination

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