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Orion · 21 hours ago

Premier Support Advocate

Philadelphia, PA

Full-time

Hybrid

Entry, Mid Level

$49K/yr - $67K/yr

2+ years exp

Orion is a company focused on providing excellent customer service and innovative technology solutions. As a Premier Support Advocate, you will be responsible for assisting clients with their inquiries, ensuring they receive accurate services, and promoting Orion's technology. This role involves training advisors, managing client relationships, and supporting project management efforts.

AccountingFinancial ServicesTrading Platform

Responsibilities

Respond to all client questions and issues received by phone, email, chat or letter in a complete and quick manner and act as single point of contact for assigned clients

Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution

Maintain, update and execute 'Client Reference Guides' to ensure each client's needs are met. In addition, regularly confirm the reference guide is meeting client expectations directly with operational contacts

Train advisors, as needed, on available Orion system technology capabilities

Counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered or requests

Act as a technology consultant to ensure advisor is fully utilizing Orion technology to support their business requirements

Ensure advisor is trained and made aware of new technology requirements, including reviewing each technology release in depth with the advisor

Plan, coordinate, and lead home office visits of assigned clients

Support advisor by training on best practices for maintaining and executing quarter-end processes

Support the execution of customized business processes for the advisor

Work with product managers and developers to complete functional specs for projects and submit those projects for development

Keep advisor informed throughout the development process

Test and verify technology works properly and then verify and certify it works to the client’s expectations

Act as project manager on non-technical projects. Work with SME & Analyst teams to support multi-team projects keeping the advisor informed throughout the process

Qualification

Orion technology experienceClient relationship managementProject managementCustomer serviceTraining skills

Required

Has a minimum of a high school diploma

Possess an associate's or bachelor's degree in business administration or related field

Has a minimum of 2 years of experience working with Orion technology

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

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