Associate, Client Services

Associate, Client Services

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

Primary Responsibilities & Attitude

The Associate, Client Services will be an integral part of our Woodbury team. On a day-to-day basis you will be assisting the Director and Senior Director, Client Services, with managing all aspects of your clients’ service requirements and handling incoming inquiries from clients and their shareholders. Our business is continually evolving, and you will help us shape its growth. We’re looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.

Key Accountabilities

The Associate will build strong relationships with our Directors and our clients. You are someone they can count on to be available when they need you, find solutions to their challenges, and pays attention to detail. You are responsible to:

• 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 our clients’ shareholders with a focus on efficient service
• Maintain a strong focus on retention and growth by delivering exceptional service
• Assist the Director with the onboarding of new clients, with a focus on making the transition process seamless for our clients
• Assist Directors in scheduling and preparing for shareholder meetings including mailings, proxy tabulation, attending and preparing scrutineer’s reports
• Manage client requests and general inquiries, including preparation of reports, transaction requests, transfers, dividend payments, audit confirmations, etc.
• Coordinate client routine shareholder mailings as needed
• Ensure all activities for services provided are billed accordingly
• Adhere to internal policies and procedures
• Provide backup support to others within the Client Services team
• Actively participate in and bring ideas for positive change

Skills and Experience

• Exceptional customer service skills
• Comfortable working independently and manage time effectively.
• Exceptional communication skills (written and oral), attention to detail, strong organizational skills and ability to prioritize and multi-task
• Solutions-based attitude, answering inquiries with “yes, I can do that for you” or “let me find a way to make this happen”

• Enjoys working with a small, closely-knit team in a fast-paced environment
• Considers themselves technically sound and diligent
• Strong proficiency with Office 365 (Excel, Word, PowerPoint), and other desktop applications
• Experience in transfer agent, corporate trust, or the securities industry is preferred.

What We Offer:

Paid Time Off: Vacation, Sick Days, Birthday Day Off

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, 401K Match.