Job Description
WHO WE ARE
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.
THE OPPORTUNITY
We have an eight (8) month opportunity for a Client Services Co-op to join our award-winning firm in the Vancouver office. This co-op term is from September 2026 to April 2027.
WHAT YOU’LL DO
As a Client Services Co-op, you will work in a collaborative environment with various departments in our Client Services and Accounting teams (including Account Transfers, Corporate Actions and Taxation, Mutual Funds and GICs, New Accounts and Documents Management, Registered Accounts and Securities).
The ideal candidate has the ability to work in a high-volume, deadline-oriented setting while maintaining accuracy and a high level of client service. They thrive in an environment that requires juggling competing priorities, and are committed to operational excellence by going above and beyond day-to-day responsibilities.
RESPONSIBILITIES
Provide administrative support and processing activities related to Client Services departments
Support Investment Advisory and Client Services teams in a fast-paced, service-driven environment
Administer policies and procedures and adhere to department guidelines
Establish work priorities to ensure deadlines are met and procedures are followed
COMPETENCIES
Analysis – Able to gather and organize information from various sources to assist in problem solving or decision making, identify obvious patterns or trends in data or from experiences, contribute initial observations and ideas based on consideration of the situation and context
Coordination – Able to assist in organizing basic tasks or activities, gather and document information, ensuring it is accessible and accurate, follow instructions to support timelines and prioritize tasks within defined parameters
Customer Service – Able to assist partners by answering basic inquiries and escalating issues in a friendly and empathetic manner, follow internal policies and guidelines to process straightforward transactions, capture and document relevant client information accurately
Operational Policy & Procedures – Able to follow basic organizational policies and procedures, complete routine tasks as instructed, demonstrate awareness of the importance of compliance and consistency
Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress
Regulatory Knowledge – Able to identify and follow basic legal or regulatory requirements, report potential compliance issues as directed, demonstrate awareness of key regulations affecting the organization
Systems & Application Proficiency – Able to use basic features of systems and applications to complete routine tasks, report issues with systems and applications to appropriate teams, demonstrate awareness of system and application capabilities and limitations
KNOWLEDGE AND EXPERIENCE
Pursuing post-secondary degree in Finance, Accounting or Business
Currently enrolled in a co-op program at a post-secondary institution
1–2 years of customer service experience
Knowledge of financial services or investment industry is an asset
Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
Excellent verbal and written communication skills
Reliable team player who enjoys collaborating with others
Intermediate proficiency in Microsoft 365
WHAT WE OFFER
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 values each individual’s contribution.
We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. This role has an expected rate of $24.00/hour.
Our team is growing, and we have room for two more exceptional individuals. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by April 15, 2026.
Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.
We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.
We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.
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.
THE OPPORTUNITY
We have an eight (8) month opportunity for a Client Services Co-op to join our award-winning firm in the Vancouver office. This co-op term is from September 2026 to April 2027.
WHAT YOU’LL DO
As a Client Services Co-op, you will work in a collaborative environment with various departments in our Client Services and Accounting teams (including Account Transfers, Corporate Actions and Taxation, Mutual Funds and GICs, New Accounts and Documents Management, Registered Accounts and Securities).
The ideal candidate has the ability to work in a high-volume, deadline-oriented setting while maintaining accuracy and a high level of client service. They thrive in an environment that requires juggling competing priorities, and are committed to operational excellence by going above and beyond day-to-day responsibilities.
RESPONSIBILITIES
Provide administrative support and processing activities related to Client Services departments
Support Investment Advisory and Client Services teams in a fast-paced, service-driven environment
Administer policies and procedures and adhere to department guidelines
Establish work priorities to ensure deadlines are met and procedures are followed
COMPETENCIES
Analysis – Able to gather and organize information from various sources to assist in problem solving or decision making, identify obvious patterns or trends in data or from experiences, contribute initial observations and ideas based on consideration of the situation and context
Coordination – Able to assist in organizing basic tasks or activities, gather and document information, ensuring it is accessible and accurate, follow instructions to support timelines and prioritize tasks within defined parameters
Customer Service – Able to assist partners by answering basic inquiries and escalating issues in a friendly and empathetic manner, follow internal policies and guidelines to process straightforward transactions, capture and document relevant client information accurately
Operational Policy & Procedures – Able to follow basic organizational policies and procedures, complete routine tasks as instructed, demonstrate awareness of the importance of compliance and consistency
Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress
Regulatory Knowledge – Able to identify and follow basic legal or regulatory requirements, report potential compliance issues as directed, demonstrate awareness of key regulations affecting the organization
Systems & Application Proficiency – Able to use basic features of systems and applications to complete routine tasks, report issues with systems and applications to appropriate teams, demonstrate awareness of system and application capabilities and limitations
KNOWLEDGE AND EXPERIENCE
Pursuing post-secondary degree in Finance, Accounting or Business
Currently enrolled in a co-op program at a post-secondary institution
1–2 years of customer service experience
Knowledge of financial services or investment industry is an asset
Strong organizational and time management skills, with the ability to prioritize multiple and competing tasks
Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
Excellent verbal and written communication skills
Reliable team player who enjoys collaborating with others
Intermediate proficiency in Microsoft 365
WHAT WE OFFER
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 values each individual’s contribution.
We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. This role has an expected rate of $24.00/hour.
Our team is growing, and we have room for two more exceptional individuals. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by April 15, 2026.
Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.
We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.
We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.
💡 Quick Summary
Seeking a career-building opportunity? The Client Services Co-op (Eight-Month Co-op) position is now open for candidates interested in the Customer Care sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.