Hybrid Client Services Associate – Growth & Impact

Odyssey Trust Company; Eagan (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive benefits

Paid time off

Job summary

Odyssey Transfer and Trust Company in Eagan, MN, is hiring an Associate, Client Services for a hybrid role with in-office presence at least two days per week. You will support Client Service Directors in handling client service requirements and shaping growth opportunities.

Ideal candidates bring strong communication, time management, and detail-oriented problem-solving. A collaborative, entrepreneurial mindset and proficiency with Office 365 are valued in this fast-paced team.

Qualifications

• Strong written and verbal communication.
• Ability to manage multiple client requests and priorities.
• Proactive, entrepreneurial mindset with initiative.
• Comfortable in a fast-paced, small-team environment.
• Proficient with Office 365 and standard desktop apps.

Responsibilities

• Communicate and coordinate service and operational activities.
• Manage day-to-day interactions with a portfolio of clients and advisors.
• Provide backup support to Client Service Directors as needed.
• Ensure services are billed accurately and timely.

Skills

Communication skills

Time management

Attention to detail

Independent worker

Customer service

Tools

Office 365

Job description

Odyssey Transfer and Trust Company in Eagan, MN, is hiring an Associate, Client Services for a hybrid role with in-office presence at least two days per week. You will support Client Service Directors in handling client service requirements and shaping growth opportunities.

Ideal candidates bring strong communication, time management, and detail-oriented problem-solving. A collaborative, entrepreneurial mindset and proficiency with Office 365 are valued in this fast-paced team.