Service Team Specialist (9a-6p MT)
Orion(9 days ago)
About this role
A Service Team Specialist at Orion is responsible for providing high-quality customer service to clients and investment representatives. The role involves handling customer inquiries via phone and chat, managing account servicing tasks, and supporting team and process improvements in a financial services environment.
Required Skills
- Customer Service
- Account Management
- Finance
- Communication
- Problem Solving
- Relationship Management
- Financial Services
- Support
- Teamwork
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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