- Respond to all client inquiries received by phone, email, chat, in a complete and quick manner
- Counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered or requests
- Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution
- Train internal personnel and customers on compliance tools offered through Orion via webinar, in person, or otherwise
- Provide assistance in growing business with client by highlighting additional features which would benefit clients overall package offering
- Assist Advisers in locating the necessary files when they are undergoing a regulatory examination
- Assist other SME teams with advisor support as needed
- To stay current on new regulatory and industry developments impacting compliance needs for customers, operations, and development programs
- Attend conferences as required/approved by senior management
- Assist in product testing to ensure changes and enhancements to compliance tools are properly implemented
- Lead training sessions with advisors during home office visits
- Participate with initiatives to help reach adoption goals of compliance tool and other new system functionality
- Create a systematic review process of all Compliance curriculum to ensure curriculum is up to date
- Produce Ascent courses following technology development
- Be responsible for assessment development and maintenance in Ascent
- Be responsible for utilization reports and certification tracking in content-specific area
- Actively participate on subject-specific Product Management Team
- Actively participate on subject-specific App Team
- Utilize business analytics tools to research internal and external engagement and adoption of Orion technology
- Conduct regular webinars for New Users and General Orion Users
- Actively participate on subject-specific Product Management Team
- Remain available to support case, phone, and chat queues when needed
- Possess prior experience in a training role
- Has a minimum of 2 years of account manager or customer service experience, or experience within OAT or affiliated companies
- Possess prior experience working in financial services or accounting industry
- Has a minimum of a high school diploma
- Has a bachelor's degree in business administration or related field
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
-
Vendor Support Specialist
2 weeks ago
The Interpublic Group of Companies, Inc. Omaha, United StatesMonitor a support ticket tool used to track vendors who are experiencing difficulties in creating their Ariba profiles, or completing the IPG registration form in the Ariba SLP vendor portal. Maintain a database of common issues and processes to reso Support Specialist, Vendor, S ...
-
Client Support Specialist
2 weeks ago
Gallup Omaha, United StatesLogical problem solvers who can easily navigate technical systems and are known for their ability to resolve issues and provide client support in the moment Calm and compassionate communicators who can easily put their thoughts into words and quickly Client Support, Support Speci ...
-
Software Support Specialist
2 days ago
DMSi Software Omaha, United States** Software Support Specialist** · **Job Category****:** Customer Service **Requisition Number****:** SOFTW001357 Showing 1 location **Job Details** · **Description** · The Software Support Specialist provides support to DMSis customer base. The potential candidate will receiv ...
-
Customer Support Specialist
2 days ago
DMSi Software Omaha, United States** Customer Support Specialist** · **Job Category****:** Customer Service **Requisition Number****:** CUSTO01283 Showing 1 location **Job Details** · **Description** · The Customer Support Specialist provides support to DMSis customer base. The potential candidate will receive ...
-
Technical Support Specialist
1 week ago
HireVenture Omaha, United StatesOur client is dedicated to delivering innovative solutions and exceptional customer service. With a commitment to excellence and a focus on continuous improvement, our client is seeking a skilled Technical Support Specialist to join their dynamic team. · Position Overview: · As ...
-
Helpdesk Support Specialist
1 week ago
CACI International Omaha, United StatesHelpdesk Support Specialist · Job Category: Information Technology · Time Type: Full time · Minimum Clearance Required to Start: TS/SCI · Employee Type: Regular · Percentage of Travel Required: Up to 10% · Type of Travel: Local · Selected candidate for hire MUST have their TS/SCI ...
-
Technical Support Specialist
1 week ago
Rand 3D Omaha, United States**Technical Support Specialist - Architecture , Engineering, and Construction** · Omaha, NE, USA · Full-time · **Company Description** · **We hire for tomorrow** · IMAGINiT Technologies, a division of Rand Worldwide, advances the way engineers and architects use 3D technolog ...
-
LTS Support Specialist
1 week ago
talent_grids Omaha, United StatesLinkedIn was built to help professionals achieve more in their careers, and every day millions of people use our products to make connections, discover opportunities and gain insights. Our global reach means we get to make a direct impact on the world's workforce in ways no other ...
-
Client Support Specialist
1 week ago
Gallup Group Omaha, United StatesJob Description Client Support Specialist **Description** · ***Provide exceptional support to Gallup clients.*** · As a client support specialist in our Omaha Riverfront office, you will provide the world-class service Gallups clients expect from us. Supporting a wide variety o ...
-
Business Support Specialist
1 week ago
Claas Omaha, United StatesCompany: CLAAS IOWA · Location: Within assigned area · Start Date: 12/18/2023 · Professional Level: Professionals · Key Area: After Sales · Department: Management KYIN · MUST BE ELIGIBLE TO WORK IN THE U.S. · Your role on our team: · The Business Support Specialist suppor ...
-
Customer Support Specialist
1 week ago
Fidelity Investments Omaha, NE, United StatesJob Description: · Financial Customer Associate – Omaha, NE Area only · Are you looking for a career where you will make a difference in people's lives while primarily working from home? · If so, consider joining our customer service team. We're hiring great people with a passio ...
-
Customer Support Specialist
1 week ago
Fidelity Investments Omaha, NE, United StatesJob Description: · Financial Customer Associate - Bi-Lingual – Omaha, NE Area only · Are you looking for a career where you will make a difference in people's lives while primarily working from home? · If so, consider joining our customer service team. We're hiring great people ...
-
Desktop/IT Support Specialist
2 weeks ago
Conductix-Wampfler GmbH Omaha, United StatesConductix-Wampfler is looking to add an entry-level member to its IT Services Team. This opportunity has the possibility to grow into a larger role within the global team. The IT Support Specialist designs, builds, and supports the processes and technology for Conductix-Wampfler ...
-
Vendor Support Specialist
6 days ago
Interpublic Group Omaha, United StatesJOB SUMMARY: · The Vendor Support Specialist will be responsible for interacting with a broad range of potential vendors invited to register via our Ariba SLP vendor portal. They will use their knowledge of the Ariba system to assist new and existing vendors with the creation of ...
-
Desktop/IT Support Specialist
2 weeks ago
Conductix-Wampfler GmbH Omaha, United StatesConductix-Wampfler is looking to add an entry-level member to its IT Services Team. This opportunity has the possibility to grow into a larger role within the global team. The IT Support Specialist designs, builds, and supports the processes and technology for Conductix-Wampfler ...
-
Customer Support Specialist
2 weeks ago
Fidelity Investments Omaha, NE, United StatesJob Description: · Financial Customer Associate – Omaha, NE Area only · Are you looking for a career where you will make a difference in people's lives while primarily working from home? · If so, consider joining our customer service team. We're hiring great people with a passio ...
-
Community Support Specialist
1 week ago
Lutheran Family Services of Nebraska Omaha, United StatesCommunity Support Specialist · Omaha Behavioral Health Job Type Full-time Description **Job Purpose** · Provide overall case management services. The program serves individuals residing in a specified Nebraska Department of Health and Human Services (HHS) Region, who are 19 or ...
-
Customer Support Specialist
2 days ago
Farm Credit Services of America Omaha, United StatesCustomer Support Specialist · Job ID: 1511 · Job Category: Administrative · Employment Type: Full-Time · Relocation Available: No · Location: Omaha Ne or any Retail office · Team: Customer Support · Salary Range: $44,860 - $65,080 · Grade Level: 16B · Incentive/Bonus Opp ...
-
Service Support Specialist
1 week ago
Hhautomotive Omaha, United States** Service Support Specialist - $15 - $17** · **Job Category****:** ADMINSTRATIVE **Requisition Number****:** SERVI004065 Showing 1 location **Job Details** · **Description** · We are a company that provides a Best-in-Class experience that includes, promotes, and celebrates th ...
-
Vendor Support Specialist
1 week ago
Interpublic Group Omaha, United StatesJOB SUMMARY:The Vendor Support Specialist will be responsible for interacting with a broad range of potential vendors invited to register via our Ariba SLP vendor portal. They will use their knowledge of the Ariba system to assist new and existing vendors with the creation of the ...
SME- Compliance Product Support Specialist - Omaha, United States - Orion Corporation
Description
About this Opportunity:As a Compliance Product Support Specialist, you will assist advisors with utilizing the compliance tools available for auditing all accounts maintained by Orion Advisor Tech. The Compliance Product Support Specialist will assist with compliance reporting and with troubleshooting compliance tools. 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:
#LI-Onsite
#LI-Hybrid
Salary Range:
$53, $78,768.00
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.
