Director, Client Services: Growth & Experience

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

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.