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Service Team Specialist

Orion Advisor Technology

Orion Advisor Technology

Omaha, NE, USA
Posted on Saturday, August 19, 2023

About this Opportunity:

As a Service Team Specialist on the Client Service Team, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. 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:

  • Field calls from investment representatives and clients from across country; answer questions and provide service on existing accounts, including billing inquiries, paperwork requirement inquiries

  • Process service-related items such as address changes, distributions, systematic withdraws and purchases

  • Research and respond to client issues related to cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support, tax reporting issues, and alternative investments

  • Promote client retention and identify opportunities to build existing relationships by providing recommendation to increase operational efficiencies within client firm’s back office

  • Promote website education and usage in a consultative and resourceful manner

  • Complete verification and quality review reports to ensure the accurate processing of client and advisor requests

We’re looking for talent who:

  • Has experience working in insurance, banking, or financial services industry

  • Possess minimum of an Associate’s Degree in Finance, Economics, Business Administration or related field ; Bachelor’s Degree preferred

  • Has minimum of 1-3 years of customer service experience

  • Current Series 65 license

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization



Salary Range:

$17.37 - $24.46

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.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.