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Customer Service Representative I

Orion Advisor Technology

Orion Advisor Technology

Customer Service
Multiple locations
Posted on Thursday, June 13, 2024

About this Opportunity:

As a Customer Service Representative, you will provide basic technical support and assistance to customers via e-mail, phone, or chat. Additionally, address and respond to customer inquiries on products and services, including installation, operational functions, troubleshooting, and maintenance. 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:

  • Answer incoming customer telephone calls in a courteous and professional manner

  • Respond to and investigate customer inquiries, concerns and issues in a timely and courteous manner

  • Provide customers with preventive maintenance and configuration recommendations

  • Record and route customer requested changes in an appropriate manner

  • Escalate more complex inquiries to a higher-level support team

  • Answer customer inquiries and provide accurate technical and/or product-related information

  • Research, troubleshoot and resolve customer complaints, technical problems and/or billing issues

  • Follow up with customers consistently when necessary

  • Obtain customer feedback openly and without judgement

  • Effectively communicate customer issues, feedback and concerns to all applicable internal staff members

  • Document support interactions, including details of inquiries, complaints, comments, and actions taken in customer database and/or Salesforce

  • Organize and maintain case assignments and correspondence

  • Maintain working knowledge of products and/or services

  • Stay up-to-date on industry terminology

  • Stay current on internal company communications

  • Prepare correspondence for company ticketing system as needed

  • Able to use one’s time effectively and productively

  • The ability to find quick and clever ways to overcome difficulties

  • Ability to prioritize and manage multiple tasks

  • Maintains prompt attendance and timeliness

  • Respond to all employee inquiries via all company media

  • Work under close supervision of the Client Service Manager(s)

  • May require in office work dependent upon the company’s needs

  • Performs other duties as assigned by supervisor

We’re looking for talent who:

  • Has a high school diploma or equivalent

  • Has minimum of 6 months of customer service or call center experience required, preferably in technical support

  • Has ability to multi-task while maintaining careful attention to detail

  • Possess ability to work effectively both individually and within a team environment

  • Works with a sense of urgency to meet deadlines and address competing priorities

  • Is proficient with Microsoft Office software including Word, Excel, PowerPoint, and Outlook

  • Has effective written, listening, and verbal communication skills

  • Has effective problem solving and organizational skills

  • Possess a basic understanding of the organization’s products and services

  • Is proficient on Windows OS, internet savvy

  • 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.