Client Service Representative - New York, United States - Orion Advisor Solutions LLC

Description

Client Service Representative page is loaded Client Service Representative Apply remote type Hybrid locations Greater Philadelphia Area Greater Cincinnati/Northern Kentucky Area time type Full time posted on Posted 3 Days Ago job requisition id R1561 About this Opportunity:As a Client Service Representative, you will be responsible for maintaining high standards of customer service to assigned clients of Orion.

This position will work closely with other service team members and departments to ensure the highest level of services is received by the client.

Primary objective of this job is to facilitate the advisor moving from a customer to a promoter of Orions technology and service.

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, youll get to:
Assign to a specific territory of advisors as their dedicated client service representativeManage client problems from start to finish; analyze client requests, explore possible solutions or coordinates with other departments following-through until resolution while being the single point of contact for the clientProvide financial representatives with information, updates, and changes to all facets of wealth management related to custodian and Federal regulations and requirements including taxes, technology, workflowsCounsel their advisors regarding best practices, policies and procedures, as well as providing guidance on how to handle requests or situations encounteredTrain advisors, as needed, on processes and available systems to serve their clientsManage daily work across all aspects of servicing advisors and clients including timely call servicing and account management functionsMeet or exceed all daily and monthly business measurementsProvide status updates to management as requiredProvide feedback to the team for continued improvementsMaintain an atmosphere of appreciation of Advisors and Client issuesContinually maintain an 'above and beyond' service aptitudeDaily promotion of our Service Vision and PrinciplesAssist in project work as neededWere looking for talent who:Has a minimum of 3 years of experience in customer service or financial industryPossess prior experience with SalesforceHas a minimum of a bachelors degree in business, finance, or related majorObtain Orion Industry CertificationOwns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization#LI-AP1#LI-Onsite#LI-Hybrid

Salary Range:
$51, $74,944.00 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 parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About UsAs 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 Orions success and powers success for our clients and everyone at Orion.

About Us At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success.

For more than 20 years, the Orion brand has been synonymous with one thing:
Innovation.

Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of whats possible to help our clients bring life to their vision for success.

If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.#J-18808-Ljbffr