Director, Client Services

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

Benefits offered by this job

Health insurance

Dental insurance

Life and AD&D insurance

Long‑term disability

Employee assistance program

Health savings account (HSA)

401(k) match

Paid time off

Job summary

Odyssey Transfer and Trust Company in Eagan, MN seeks a Director of Client Services to oversee all facets of our client service programs. You will lead client onboarding collaboration, timely responses, and issue resolution while shaping service delivery and client satisfaction.

We value initiative and entrepreneurial spirit, and offer a comprehensive benefits package including health and dental insurance, life and AD&D coverage, long‑term disability, an employee assistance program, a $500

Qualifications

• Minimum 7 years’ financial services experience, preferably in transfer agent, corporate trust, brokerage, or related industry
• Ability to communicate clearly with individuals at all levels of an organization, through 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

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 interactions with clients, with efficient service and timely resolution; elevate to management when appropriate
• Identify new products and services for existing clients, introducing to subject matter experts or sales team
• Participate in weekly department meetings and assess current processes for efficiency and innovation
• Partner with onboarding specialist to onboard clients, ensuring seamless transitions and learning client needs
• Timely and correct billing for all services and follow up on aged receivables
• Support Client Services team during absences and high volumes
• Other duties as required

Skills

Clear communication

Urgency & prioritization

Travel flexibility

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 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
• 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:

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.