Associate, Client Services

Odyssey Transfer and Trust Company; Eagan (MN); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off

Health Benefits

401K Match

Job summary

Odyssey Transfer and Trust Company is seeking an Associate, Client Services in Eagan, MN. This hybrid role involves in-office work at least two days per week and supporting Client Service Directors with a range of client service duties.

The candidate will build relationships with clients and counsel, manage daily inquiries, prepare reports, and ensure timely billing while contributing to process improvements in a fast-paced environment.

Qualifications

• Exceptional customer service and a client-focused mindset.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities with accuracy and efficiency.
• Proficiency with Office 365 and standard desktop applications.

Responsibilities

• Coordinate service and operational activities for client portfolios.
• Manage day-to-day interactions with clients, counsel, and advisors.
• Handle client requests, prepare reports, and process transactions.
• Assist with internal inquiries and cross-department collaboration.
• Support with client communications and shareholder mailings.
• Ensure accurate billing for services provided.

Skills

Customer service

Time management

Communication

Office 365

Attention to detail

Team collaboration

Tools

Excel

Word

PowerPoint

Job description

Associate, Client Services

At Odyssey Transfer and 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 dependent, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

The Associate, Client Services role will be an integral part of our team based in Eagan, MN. This is a hybrid position, with the expectation of being in-office at least two days per week. On a day-to-day basis you will be assisting the Client Service Directors with managing all aspects of your clients’ service requirements. 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 within our team and with our clients. You are someone they can count on to be available when they need you, find solutions to challenges, and pays attention to detail. You are responsible to:

• Communicate and coordinate service and operational activities
• 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
• Manage client requests and general inquiries, including preparation of reports, transaction requests, transfers, dividend payments, audit confirmations, etc.
• Assist with internal inquiries from various departments related to client matters
• Coordinate client routine shareholder mailings as needed
• Ensure all activities for services provided are billed accordingly
• Adhere to internal policies and procedures
• Provide backup support to others within the Client Services team
• Actively participate in and bring ideas for positive change

Skills and Experience

• Exceptional customer service skills
• Comfortable working independently and manage time effectively
• Exceptional communication skills (written and oral), attention to detail, 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”
• Enjoys working with a small, close-knit team in a fast-paced environment
• Considers themselves technically sound and diligent
• Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications
• Experience in transfer agent, corporate trust, or the securities industry is preferred.

What We Offer:

Paid Time Off: Vacation, Sick Days, Birthday Day Off

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, 401K Match.

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.