Service Team Specialist (8a-5p ET)
Orion Advisor Solutions
About this role
A Service Team Specialist acts as the primary point of contact for investment representatives and clients, providing superior client service and supporting account servicing activities. The role is part of Orion's client-focused Service team and requires onsite attendance for external hires several days per week while internal employees may apply regardless of current work arrangement.
Skills
Qualifications
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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About Orion Advisor Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Salary
$42k – $55k
per year
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