Director, Client Services

Odyssey Transfer and Trust Company; Eagan (MN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Vacation Days

Sick Days

Birthday off

Bonus Day

Extended Health

401K Matching

Dental

Life Insurance

ADD

Critical Illness

Short Term Disability

Long Term Disability

Employee Assistance Program

$500 Health Care Spending/Lifestyle%20

Job summary

Odyssey Transfer and Trust Company in Eagan, MN is seeking a Director, Client Services to lead a client-focused team and manage the full range of service requirements for our transfer agent clients.

You will drive client retention and growth by delivering exceptional service, monitor communications, and collaborate with onboarding to ensure smooth transitions. The role demands initiative, strong work ethic, and the ability to travel as needed.

Qualifications

• Minimum 7+ years in financial services, preferably in transfer agent or related industry.
• Exceptional customer service skills.
• Ability to communicate clearly with individuals at all levels of an organization, verbally and in writing.
• Strong sense of urgency and ability to prioritize based on client needs.
• Willingness to travel for client annual meetings or other meetings as requested.

Responsibilities

• Manage a portfolio of transfer agent clients with focus on responsiveness, client retention and growth by delivering exceptional service
• Manage client requests and inquiries promptly
• Handle higher-level or escalated client interactions with focus on efficient service and timely resolution; elevate to management when appropriate
• Identify new products and services for existing clients, connecting to subject matter experts or sales team
• Participate in weekly department meetings and assess current processes for efficient and innovative solutions
• Partner with onboarding specialist to onboard clients with seamless transitions and understanding of client needs
• Timely and accurate billing for all services & follow up on aged receivables
• Supports Client Services team during absences and high volumes
• Other duties as required

Skills

Financial services experience

Exceptional customer service

Clear communication at all levels

Sense of urgency

Travel flexibility

Job description

Director, 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 dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities and Attitude

The role of Director, Client Services will be an integral part of our Eagan, MN team. On a day-to-day basis, you will be managing all aspects of your client's 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.

You are responsible for:

• Manage a portfolio of transfer agent clients with a strong focus on responsiveness, client retention and growth by delivering exceptional service


• Manage client requests and inquiries promptly


• Manage higher level or escalated interactions with clients, with a focus on efficient service and timely resolution; elevate to management when appropriate


• Identify new products and services for existing clients, making proper introductions to the subject matter experts or sales team


• Participate in and contribute to weekly department meetings and critically assess the current processes with a focus on finding efficient and innovative solutions


• Partner with the onboarding specialist to onboard clients, with a focus on making the transition process seamless for our clients and learning about client needs


• Timely and correct billing for all services & follow up on aged receivables


• Supports Client Services team during absences and high volumes


• Other duties as required

Skills and Experience

• Minimum 7 years' financial services experience, preferably in the transfer agent, corporate trust, brokerage, or related industry


• Exceptional customer service skills


• Ability to communicate clearly with individuals at all levels of an organization, through both verbal and written communication


• Sense of urgency and ability to prioritize appropriately based on client needs


• Ability to travel as required to client annual meetings or other meetings as requested

What We Offer:

• Vacation Days


• Sick Days


• Birthday off


• Bonus Day


• Extended Health


• 401K Matching


• Dental


• Life Insurance


• ADD


• Critical Illness


• Short Term Disability


• Long Term Disability


• Employee Assistance Program


• $500 Health Care Spending/Lifestyle Spending Account.

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.