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Orion · 21 hours ago

Customer Service Representative (9a-5:30p or 9:30a-6p CT)

Lehi, UT

Full-time

Hybrid

New Grad, Entry Level

$18.15/hr - $25.56/hr

0+ years exp

Orion is a company dedicated to supporting one another and exceeding client expectations. They are seeking a Customer Service Representative to provide technical support and assist customers with inquiries about products and services via various communication channels.

AccountingFinancial ServicesTrading Platform

Responsibilities

Answer incoming customer telephone calls in a courteous and professional manner

Respond to and investigate customer inquiries, concerns and issues in a timely and courteous manner

Provide customers with preventive maintenance and configuration recommendations

Record and route customer requested changes in an appropriate manner

Escalate more complex inquiries to a higher-level support team

Answer customer inquiries and provide accurate technical and/or product-related information

Research, troubleshoot and resolve customer complaints, technical problems and/or billing issues

Follow up with customers consistently when necessary

Obtain customer feedback openly and without judgement

Effectively communicate customer issues, feedback and concerns to all applicable internal staff members

Document support interactions, including details of inquiries, complaints, comments, and actions taken in customer database and/or Salesforce

Organize and maintain case assignments and correspondence

Maintain working knowledge of products and/or services

Stay up-to-date on industry terminology

Stay current on internal company communications

Prepare correspondence for company ticketing system as needed

Able to use one’s time effectively and productively

The ability to find quick and clever ways to overcome difficulties

Ability to prioritize and manage multiple tasks

Maintains prompt attendance and timeliness

Respond to all employee inquiries via all company media

Work under close supervision of the Client Service Manager(s)

In office work dependent upon the company’s needs

Occasional on-call weekend coverage may be required

Mandatory overtime may be required on a monthly basis. Hours will be determined based on current case backlog

Performs other duties as assigned by supervisor

Qualification

Customer service experienceTechnical supportMicrosoft OfficeWindows OSEffective communicationProblem solvingOrganizational skillsTeamworkAttention to detailTime management

Required

Has a high school diploma or equivalent

Has minimum of 6 months of customer service or call center experience required, preferably in technical support

Has ability to multi-task while maintaining careful attention to detail

Possess ability to work effectively both individually and within a team environment

Works with a sense of urgency to meet deadlines and address competing priorities

Is proficient with Microsoft Office software including Word, Excel, PowerPoint, and Outlook

Has effective written, listening, and verbal communication skills

Has effective problem solving and organizational skills

Possess a basic understanding of the organization's products and services

Is proficient on Windows OS, internet savvy

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Benefits

Health, dental, vision, and disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity leave and pet insurance

Student loan repayment and more

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees