Director, Client Services: Growth, Innovation & Impact

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

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