Orion Advisor Solutions Omaha , NE 68102
Posted 1 week ago
About this Opportunity:
As an Enterprise Service Specialist, you will provide support for the Advisor Portal and Communities products. This role will also support Orion Portfolio Solutions with strategist/model/fund processing. This position will possess a deep knowledge of these products and services to enable advisors to utilize them effectively across their firm. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Hebron, KY; Chandler, AZ; Provo, UT; or Idaho Falls, ID.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you'll get to:
Compile a complete knowledge of the Advisor Portal and Communities products
Work directly with strategists and subscribers to train and onboard them to the Communities platform
Work directly with Enterprise and Orion Tech clients to train and onboard them to the Advisor Portal platform
Solve issues and respond to inquiries with accuracy, completeness and timeliness
Participate in monthly testing of new development for Advisor Portal and Communities products
Maintain and uphold the standards in which have been set for our capabilities and function enhancements
Train new and existing representatives on new business paperwork, processes, and Orion websites
Mentor co-workers through instruction, coaching, providing real-time on-the-job experiences, and modeling effective practices and advising on methods used
We're looking for talent who:
Has knowledge and understanding of advisor facing technology tools
Possess general knowledge of back office processing; account transfers, new accounts, tax reporting, customer services, etc.
Has knowledge of Orion business models
Has ability to maintain an expected confidence and comfort level while being effective in many high-pressure situations with clients
Has minimum of a High School Diploma, GED, or equivalent and prefer an Associate's degree or bachelor's degree in Business Administration or related field
Obtain Orion Industry Certification
Has minimum of 3 years of experience working in the financial services industry
Possess experience with troubleshooting report related inquiries
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary Range:
$19.78 - $28.30
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.
Orion Advisor Solutions