Orion Advisor Solutions

Service Team Specialist (8a-5p ET)

Orion Advisor Solutions

3 months ago
Greater Cincinnati
Hybrid
Full Time
Junior
0 applicants
View Job Listing
Orion Advisor Solutions
Apply to 100+ jobs

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

Degree in Business or Finance (Preferred)
Orion Advisor Solutions

About Orion Advisor Solutions

orion.com

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

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.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com