Orion is a company dedicated to providing exceptional service to clients and fostering a supportive work environment. In this role, the Service Team Specialist will act as the first point of contact for clients and investment representatives, ensuring accurate and timely processing of service requests and account management functions.
Responsibilities
- 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
Skills
- Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE or Lehi, UT
- 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
Benefits
- 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.
Company Overview
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.