About this Opportunity :

As a Service Team Specialist - Elite Advisor Group on the Client Service Team, you will service clients and advisors across all products.

This includes customer service call handling, escalated problem resolution, NIGO resolution, providing oversight of workflow and email queues to ensure defined service metrics are met.

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; Hebron, KY

For Internal Candidates :

ll internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you’ll get to :

Serve as a primary relationship contact for assigned EAG advisors

Process all daily work across all aspects of servicing EAG advisors and clients including timely call servicing and account management functions

Analyze team servicing effectiveness and efficiency to make recommendations for continued improvements

Assist with managing vendor relationships to ensure accuracy and ease of use for Orion Portfolio Solutions and its clients

We’re looking for talent who :

Has a minimum of a bachelor’s degree in business or finance

Has a minimum of two years of experience in financial services

Obtains Orion Industry Certification

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 : $18.97 - $25.03

$18.97 - $25.03

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 : 2024-08-19