Associate, Client Services

Odyssey Trust Company; Eagan (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive benefits

Paid time off

Job summary

Odyssey Transfer and Trust Company in Eagan, MN, is hiring an Associate, Client Services for a hybrid role with in-office presence at least two days per week. You will support Client Service Directors in handling client service requirements and shaping growth opportunities.

Ideal candidates bring strong communication, time management, and detail-oriented problem-solving. A collaborative, entrepreneurial mindset and proficiency with Office 365 are valued in this fast-paced team.

Qualifications

• Strong written and verbal communication.
• Ability to manage multiple client requests and priorities.
• Proactive, entrepreneurial mindset with initiative.
• Comfortable in a fast-paced, small-team environment.
• Proficient with Office 365 and standard desktop apps.

Responsibilities

• Communicate and coordinate service and operational activities.
• Manage day-to-day interactions with a portfolio of clients and advisors.
• Provide backup support to Client Service Directors as needed.
• Ensure services are billed accurately and timely.

Skills

Communication skills

Time management

Attention to detail

Independent worker

Customer service

Tools

Office 365

Job description

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 dependable, 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

• 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:

Collaborative Culture: Be part of a supportive team environment that values innovation, continuous improvement, and knowledge sharing.

Comprehensive Benefits: Access a full range of benefits including health and dental insurance, life and AD&D coverage, long-term disability, an employee assistance program, a $500 health savings account, and a competitive 401(k) match.

Paid Time Off: Vacation, Sick Days

We appreciate all applicants for their interest in this opportunity. Please note that only those selected for an interview will be contacted.

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.