Orion is a company that values accountability and innovation, and they are seeking a Service Team Specialist to provide superior service to clients. In this role, you will act as the first point of contact for investment representatives and clients, ensuring high-quality customer service and effective account management.
Responsibilities
- Provide high-quality customer service on the phones up to 75% of the day
- Deliver customer support through the chat queue up to 25% of the day
- 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
- Has experience working in insurance, banking, or financial services industry
- Has minimum of 1 year of customer service experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
- Preferably has a degree in Business or Finance or equivalent experience in finance field
Benefits
- Health
- Dental
- Vision
- 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/.
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