Service Team Specialist

1 week ago


Idaho Falls, Idaho, United States Orion Advisor Solutions LLC Full time

Exciting Opportunity:


We are seeking a dedicated Service Team Specialist to deliver exceptional service to our clients and serve as the primary point of contact for both investment representatives and clients. Join us as we embrace change and uphold our core values at all times.


We are open to candidates interested in a hybrid work setup and residing near our offices in Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.


In this role, you will:

  • Efficiently process daily tasks related to advisor and client service
  • Ensure accurate and timely completion of all work within established metrics
  • Exceed daily and monthly performance targets
  • Provide constructive feedback for ongoing enhancements
  • Keep management informed on project statuses
  • Collaborate with internal teams for issue resolution and coordinated efforts
  • Support various team activities and members as needed
  • Assist in compliance matters related to the industry and company

What we're looking for:

  • Background in insurance, banking, or financial services
  • Ideally a degree in Business or Finance, or relevant field experience
  • Minimum 1 year of customer service background
  • Orion Industry Certification
  • Strong relationship management skills and ability to work across all organizational levels

Compensation:


The advertised salary is an estimate and may vary based on location, expertise, and experience. Along with competitive pay, Orion provides a comprehensive benefits package including healthcare, dental, vision coverage, 401(k) with match, parental leave, pet benefits, student loan assistance, and more.


About Us:


At One-Orion, we foster a culture of accountability, respect, and innovation. We embrace change, challenge conventions, and strive for exceptional outcomes. Our collective commitment to excellence propels Orion and our clients towards continued success.




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