Orion Advisor Solutions
A frontline Customer Experience Representative resolves client inquiries via phone, chat, and email while guiding users through Orion platform workflows. This entry-level role requires troubleshooting basic issues, maintaining accurate case documentation in Salesforce, and achieving first-contact resolution across multiple support channels. Success depends on strong communication skills and the ability to navigate core business software like Orion, Redtail, and OCIO.
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
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