Client Services Associate — Hybrid, Growth & Impact

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

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.