Apply on Employer Site

Orion · 1 day ago

Service Team Specialist (9a-6p MT)

Lehi

Full-time

Hybrid

Entry Level

$19.82/hr - $26.16/hr

1+ years exp

Orion is a company that values accountability and innovation, and they are seeking a Service Team Specialist to provide superior service to clients. In this role, you will act as the first point of contact for investment representatives and clients, ensuring high-quality customer service and effective account management.

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

Customer serviceFinancial services experienceBusinessFinance degreeStakeholder managementProcess improvement

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

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