Custom Indexing Associate
Orion(4 days ago)
About this role
A Custom Indexing Associate at Orion will support the growth of the company's Custom Indexing solution by onboarding new accounts, servicing existing ones, and supporting portfolio management. The role involves collaboration with advisors and internal teams, utilizing Orion technologies, and enhancing client experience through process improvements.
Required Skills
- Microsoft Office
- Excel
- Portfolio Management
- Customer Service
- Technology Platforms
- Portfolio Optimization
- Tax-Aware Investing
- Relationship Management
- Process Improvement
- Financial Services
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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