Orion Advisor Solutions
The Client Support Representative serves as a frontline support professional, handling client inquiries across phone, chat, and case channels to resolve foundational questions and guide clients through core workflows. This role focuses on accurate intake, documentation, and follow-through while ensuring timely updates and adherence to service metrics. The position requires strong communication skills, problem-solving abilities, and a commitment to delivering professional support within a hybrid work environment.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
12% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago