About this Opportunity :

As an Enterprise Service Specialist, you will provide support for the Advisor Portal and Communities products. This role will also support Orion Portfolio Solutions with strategist / model / fund processing.

As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to :

Compile a complete knowledge of the Advisor Portal and Communities products

Work directly with strategists and subscribers to train and onboard them to the Communities platform

Work directly with Enterprise and Orion Tech clients to train and onboard them to the Advisor Portal platform

Solve issues and respond to inquiries with accuracy, completeness and timeliness

Participate in monthly testing of new development for Advisor Portal and Communities products

Maintain and uphold the standards in which have been set for our capabilities and function enhancements

Train new and existing representatives on new business paperwork, processes, and Orion websites

Mentor co-workers through instruction, coaching, providing real-time on-the-job experiences, and modeling effective practices and advising on methods used

We're looking for talent who :

Has knowledge and understanding of advisor facing technology tools

Possess general knowledge of back office processing; account transfers, new accounts, tax reporting, customer services, etc.

Has knowledge of Orion business models

Has ability to maintain an expected confidence and comfort level while being effective in many high-pressure situations with clients

Has minimum of a High School Diploma, GED, or equivalent and prefer an Associate’s degree or bachelor’s degree in Business Administration or related field

Obtain Orion Industry Certification

Has minimum of 3 years of experience working in the financial services industry

Possess experience with troubleshooting report related inquiries

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 : 2024-06-26