Associate, Client Services

Odyssey Transfer and Trust Company•Eagan, MN

15h•$50,000 - $60,000•Hybrid

About The Position

The Associate, Client Services is an integral member of Odyssey Transfer and Trust Company’s team in Eagan, Minnesota. This hybrid position requires working in the office at least two days per week. The Associate assists Client Service Directors with managing all aspects of client service requirements and contributes to the company’s ongoing growth. The role suits someone with a strong work ethic who takes initiative, is entrepreneurial and innovative, and enjoys challenges. The Associate builds relationships with team members and clients, provides responsive and detail-oriented service, and helps find solutions to client needs. The position involves managing a portfolio of client interactions, supporting client and shareholder requests, coordinating operational activities, and contributing ideas for positive change.

Requirements

Exceptional customer service skills.
Ability to work independently and manage time effectively.
Exceptional written and oral communication skills.
Strong attention to detail and organizational skills, with the ability to prioritize and multitask.
A solutions-based attitude and commitment to finding ways to meet client needs.
Enjoyment of working with a small, close-knit team in a fast-paced environment.
Technical competence and diligence.
Strong proficiency with Office 365, including Excel, Word, and PowerPoint, and other desktop applications.

Nice To Haves

Experience in transfer agent, corporate trust, or the securities industry.

Responsibilities

Communicate and coordinate service and operational activities.
Manage day-to-day interactions with a portfolio of clients, including their counsel and advisors.
Manage certain interactions with clients’ shareholders, focusing on efficient service.
Support retention and growth by delivering exceptional service.
Manage client requests and general inquiries, including preparing reports and processing transaction requests, transfers, dividend payments, and audit confirmations.
Assist with internal inquiries from various departments related to client matters.
Coordinate routine client shareholder mailings as needed.
Ensure that activities for services provided are billed accordingly.
Adhere to internal policies and procedures.
Provide backup support to other members of the Client Services team.
Participate actively and bring forward ideas for positive change.