Orion Advisor Solutions
The Manager, Client Services leads the client services team to ensure exceptional client satisfaction, manage relationships, and drive business growth. This role involves mentoring team members, optimizing resource utilization, and fostering a collaborative environment to meet organizational goals. The position requires strong leadership, excellent communication skills, and a proven track record in client relationship management within the financial services industry.
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.
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
Senior Operations Manager
Concentrix
Director, Client Service Executive Manager – Government Solutions
Oracle
Solarmaxx: CRM- Post sales
nexthire.com
Senior Vice President, Client Service Executive – Government Solutions
oraclecloudinfrastructure
Supervisor, Document Services Group (Remote)
McCarthy Tétrault LLP
Senior Vice President, Client Service Executive – Government Solutions
AI Hub