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Subject Matter Expert -Data Recon Service Team

Orion Advisor Technology

Orion Advisor Technology

Multiple locations
Posted on Friday, May 17, 2024

About this Opportunity:

As a Subject Matter Expert -Data Recon Service Team on the Client Service Team, you will be responsible for maintaining high standards of customer service to all clients, resolving issues, ensuring the client database reflects accurate and up-to-date information and maintaining the data integrity in the various client databases. 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:

  • Respond to all client questions and issue received by phone, chat or email in an accurate, comprehensive and efficient manner

  • Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution

  • Train advisors on how to operate the Orion system to its full extent

  • Counsel advisors regarding best practices, policies and procedures

  • Assist Advisors in growing their business by highlighting additional features which would enhance the Advisor’s experience and allow them to fully leverage the Orion system

  • Consistently demonstrate the Orion Core Values of One Orion, Innovate, Disrupt, and Win when supporting clients

  • Retrieve and import transactions for accounts on the Orion platform

  • Establish new data feeds when requested by the Advisor

  • Troubleshoot and resolve account balance and transaction errors

  • Assist other Orion employees with reconciliation questions and issues

  • Utilize various alternatives and troubleshooting methods to fix issues found during audit reports within client database

  • Run audit reports within client databases to inspect data and fix issues as needed

  • Compare and evaluate data within electronic system against electronic files and custodial reports

  • Audit performance runs on client accounts highlighting unusual performance numbers; review and remedy all data issues discovered

We’re looking for talent who:

  • Has minimum of a high school diploma or equivalent

  • Possess a Bachelor’s degree in Business Administration, or related field

  • Possess a minimum of one year of experience in accounting, problem solving, or analytical work

  • Obtain Orion Industry Certification

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




Salary Range:

$17.39 - $22.61

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.