Client Services Manager

2 weeks ago


Vancouver, British Columbia, Canada Odlum Brown Limited Full time
About the Role

We are seeking a highly skilled and experienced Client Services Manager to join our team at Odlum Brown Limited. As a key member of our Client Services department, you will be responsible for leading the Account Transfers and Registered Accounts teams in providing exceptional client service to our advisory groups.

Key Responsibilities
  • Provide leadership and guidance to the Account Transfers and Registered Accounts teams in delivering client service excellence.
  • Support and coach team members to ensure they have the necessary skills and knowledge to excel in their roles.
  • Develop and implement processes to improve efficiency and effectiveness in client account activities.
  • Collaborate with Compliance and other Client Services departments to ensure new and existing client account information is complete, accurate, and compliant.
  • Provide expert advice and guidance to advisors and their advisory support teams on Account Transfers and Registered Accounts processes and best practices.
  • Develop and maintain relationships with service providers, regulators, and counterparties to ensure seamless client service delivery.
Requirements
  • Minimum 7 years of investment industry experience with hands-on management skills.
  • In-depth knowledge of the investment industry, regulatory environment, legal, estate, and tax matters.
  • Expertise in Account Transfers and Registered Accounts processes.
  • Proven ability to deliver results within prescribed deadlines.
  • Excellent communication and relationship-building skills.
  • Ability to exercise good judgment and decision-making within a policy and regulatory framework.
What We Offer

Odlum Brown Limited is a dynamic and growing company that values its employees and provides a competitive total rewards package, mentorship programs, flexible work options, and professional development opportunities. This role has an expected salary of $82,000 – $90,000/year, plus the potential for bonuses.



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