Orion

Service Team Specialist (9a-6p MT)

Orion

5 days ago
Greater Omaha Area
Onsite
Full Time
Junior
0 applicants
Orion
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About this role

A Service Team Specialist provides essential customer service support to clients and investment representatives, handling phone and chat interactions, processing servicing activities, and ensuring service level goals are met. The role involves cooperation with internal teams, maintaining compliance, and supporting team functions.

Skills

Qualifications

Minimum 1 year of customer service experienceDegree in Business or Finance or equivalent experience
Orion

About Orion

orion.com

Industries

Technology

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

About Orion

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

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