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Service Team Specialist

Orion Advisor Technology

Orion Advisor Technology

Multiple locations
Posted on Wednesday, April 24, 2024

​​​About this Opportunity:

As a Service Team Specialist, 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. ​​

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.

In this role, you’ll get to:

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

  • Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics.

  • Meet or exceed all daily and monthly business measurements.

  • Provide feedback to the team for continued improvements.

  • Provide status updates to management as required.

  • Maintain process measurements and reporting within service levels.

  • Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams.

  • Execute testing as required for business projects.

  • Cross train as required to support all team activities and backup team members as needed.

  • Assist with team planning as required.

  • Ensure execution of all industry and company specific compliance matters within the team.

We’re looking for talent who:

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

  • Preferably has a degree in Business or Finance or equivalent experience in finance field

  • Has minimum of 1 year of customer service experience

  • Obtain Orion Industry Certification

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


Salary Range:

$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.

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.