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About this Opportunity :
As an Onboarding Coordinator, you are responsible for coordinating and project managing the initial onboarding of new clients of Orion.
This position will serve as primary point of contact between customer, Onboarding Project Mangers, Managers and Analysts, Orion Programming, Orion Sales and Orion Tech Support to ensure the client is successfully setup on the Orion platform.
As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates :
Candidates must work in-office at one of the following locations for at least 3 days per week : Omaha, NE; Berwyn, PA; Sacramento, CA;
For Internal Candidates :
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you'll get to :
Work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
Review Schedule D with client and answers any applicable questions surrounding the Master Client List and interface setup items
Research the initial aspects of advisor's practice to be used in the onboarding process and sets clear expectations with the advisor on when items need to be completed in order to hit overall project deadlines
Ensure the accuracy of the master client list and data feed interface setup projects
Review information from Schedule D to ensure database settings are setup correctly
Hold client accountable to timelines set by Onboarding team for delivery of items
Process client requests regarding master client list or interface changes
Make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline.
Be responsible for setting up the initial database framework
Obtain required information from advisors and custodians and works directly with the Accounting Analysts in order to get new data feeds in working order
Determine and implement database settings for various aspects of the system
Track and maintain interactions via Salesforce
Determine advisor specific information according to Schedule D to ensure all information is accurately updated
Assist Sales team by explaining the MCL and interface process to prospective clients regarding the initial setup
We're looking for talent who :
Has knowledge and understanding of project management concepts and discipline
Preferably has knowledge and understanding of Salesforce CRM
Has advanced knowledge and understanding of Orion Connect system
Is able to exercise appropriate judgment, reasoning and decision-making
Is able to troubleshoot issues utilizing creative and critical / analytical thinking skills
Represents Orion in client consultations to champion our products and services
Possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
Has a minimum of a bachelor's degree in Business Administration, Finance or related field
Obtains Orion Industry Certification
Preferably a minimum of 1 year of project management or coordinating experience
Preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
Preferably experience working within financial services, technology, or customer service industries
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
LI-AP1
LI-Onsite
LI-Hybrid
Salary Range : $19.78 - $28.30
$19.78 - $28.30
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.
In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
Last updated : 2024-07-10
Full Time
IT Outsourcing & Consulting
$51k-64k (estimate)
07/11/2024
07/20/2024
orioninc.com
EDISON, NJ
1,000 - 3,000
1993
ANTHONY MITCHELL
$50M - $200M
IT Outsourcing & Consulting
NetRD Bilgi Teknolojileri ve Telekomnikasyon A.S, is now part of Orion Innovation Group... Orion is a leading digital transformation and product development services firm that provides business solutions rooted in Digital Strategy, Experience Design, and Engineering, delivering transformative business transformation and product development for our clients. With a unique combination of agility, scale and maturity, Orion is headquartered in Edison, NJ and has a team of over 4,750 associates in 9 major delivery centers across the Americas, Europe, and APAC. Our mission is to be an agile and trust...ed partner for business transformation initiatives, providing deep emerging technology, digital design and domain expertise. Orion has served Fortune 1,000 enterprises for over 25 years with clients across financial services, professional services, telecommunications and media, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce and education. The Wall Street Journal recently spoke to Raj and published a story on the recent acquisition of Tekmark Global Solutions. Read the article here: https://webreprints.djreprints.com/57342.html
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The job skills required for Onboarding coordinator include Onboarding, Customer Service, Verbal Communication, Project Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Onboarding coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Onboarding coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Onboarding coordinator positions, which can be used as a reference in future career path planning. As an Onboarding coordinator, it can be promoted into senior positions as a Recruiting Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Onboarding coordinator. You can explore the career advancement for an Onboarding coordinator below and select your interested title to get hiring information.