Orion · 1 week ago
Service Team Specialist (8a-5p ET)
Greater Philadelphia Area
Full-time
Hybrid
Entry Level
$20.86/hr - $27.54/hr
1+ years expOrion is a company that values innovation and client service, seeking a Service Team Specialist to enhance client interactions. In this role, you will provide high-quality customer service primarily via phone and chat, manage client accounts, and ensure compliance with industry standards.
AccountingFinancial ServicesTrading Platform
Responsibilities
Provide high-quality customer service on the phones up to 75% of the day
Deliver customer support through the chat queue up to 25% of the day
Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics
Meet or exceed all daily and monthly business measurements
Provide feedback to the team for continued improvements
Provide status updates to management as required
Maintain process measurements and reporting within service levels
Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams
Execute testing as required for business projects
Cross train as required to support all team activities and backup team members as needed
Assist with team planning as required
Ensure execution of all industry and company specific compliance matters within the team
Qualification
Required
Has experience working in insurance, banking, or financial services industry
Has minimum of 1 year of customer service experience
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Preferred
Preferably has a degree in Business or Finance or equivalent experience in finance field
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Boyer
Chief Technology Officer
Mustapha Baassiri
Chief Technology Officer
Recent News
GlobalFinTechSeries
2025-09-12
Company data provided by crunchbase