Transfer Agent Client Onboarding Associate

Odyssey Transfer and Trust Company•Eagan, MN

About The Position

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind for 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.

Requirements

High attention to detail and accuracy
Strong interpersonal skills with excellent verbal and written communication
Ability to remain organized while prioritizing multiple tasks with varying levels of urgency
Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management
Sound computer skills and ability to adapt to and apply new technologies
Experience with Microsoft Office applications and SharePoint
Eagerness to drive process improvements and innovation by identifying problem areas and presenting solutions to management
Willingness and desire to achieve personal and team goals
Ability to maintain confidentiality of any sensitive information as part of the job function.
Experience in a client facing role required

Nice To Haves

A working knowledge of the securities industry as it relates to transfer agencies is preferred

Responsibilities

Working with clients, transfer agents, and counsel to ensure a smooth onboarding experience
Track and manage the new client onboarding schedule while understanding prioritization, business and client requirements when planning activities
Reviewing data files and liaising with clients and their agents to cure any deficiencies
Ensuring all required client documents and funds are received
Gathering and coordinating the compliance review of client KYC documentation
Setting up new clients and coordinating the loading of shareholder records to the core recordkeeping system
Reconcile records for all onboarding clients; retain documentation in an organized manner
Lead and participate in projects on an ad hoc basis
Working closely with other departments, such as Operations, Finance, and Compliance to ensure smooth client onboarding
Maintaining strict adherence to compliance standards
Maintaining a strong focus on retention and growth by delivering exceptional service
In addition to the duties listed above, management may request the completion of other duties or projects as assigned
Oversee the transition of records for offboarding clients, as needed