About this Opportunity:

As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. 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; Sacramento, CA; Hebron, KY.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, youll get to:

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

Were looking for talent who:

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

#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

$19.82 - $26.16

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 Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.