Service Team Specialist (9a-6p MT)
Orion(18 days ago)
About this role
A Service Team Specialist at Orion provides high-quality customer service to clients and investment representatives, primarily through phone and chat support, ensuring efficient account management and adherence to service standards. The role involves processing client requests, supporting team activities, and maintaining compliance.
Required Skills
- Customer Service
- Account Management
- Communication
- Financial Services
- Chat Support
Qualifications
- Minimum 1 year of customer service experience
- Degree in Business or Finance or equivalent experience
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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