Subject Matter Expert
2 weeks ago
As a Subject Matter Expert -Data Recon Service Team on the Client Service Team, you will be responsible for maintaining high standards of customer service to all clients, resolving issues, ensuring the client database reflects accurate and up-to-date information and maintaining the data integrity in the various client databases. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:
- Respond to all client questions and issue received by phone, chat or email in an accurate, comprehensive and efficient manner
- Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
- Train advisors on how to operate the Orion system to its full extent
- Counsel advisors regarding best practices, policies and procedures
- Assist Advisors in growing their business by highlighting additional features which would enhance the Advisor's experience and allow them to fully leverage the Orion system
- Consistently demonstrate the Orion Core Values of One Orion, Innovate, Disrupt, and Win when supporting clients
- Retrieve and import transactions for accounts on the Orion platform
- Establish new data feeds when requested by the Advisor
- Troubleshoot and resolve account balance and transaction errors
- Assist other Orion employees with reconciliation questions and issues
- Utilize various alternatives and troubleshooting methods to fix issues found during audit reports within client database
- Run audit reports within client databases to inspect data and fix issues as needed
- Compare and evaluate data within electronic system against electronic files and custodial reports
- Audit performance runs on client accounts highlighting unusual performance numbers; review and remedy all data issues discovered
- Has minimum of a high school diploma or equivalent
- Possess a Bachelor's degree in Business Administration, or related field
- Possess a minimum of one year of experience in accounting, problem solving, or analytical work
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$17.39 - $22.61
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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.
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion's success and powers success for our clients and everyone at Orion.
-
Civil Subject Matter Expert
4 days ago
Omaha, United States Actalent Full timeDescription: + Ensure consistent compliance of civil, structural and architectural engineering standards, policies, and procedures with regulatory standards and alignment with company global and regional standards + Propose recommendations in areas of improvement and implement solutions to improve performance and identify acceptable risk tolerance for build...
-
SharePoint Subject Matter Expert SME
1 month ago
Omaha, Nebraska, United States Barbaricum Full timeBarbaricum is a rapidly growing government contractor providing leading-edge support to federal customers, with a particular focus on Defense and National Security mission sets. We leverage more than 15 years of support to stakeholders across the federal government, with established and growing capabilities across Intelligence, Analytics, Engineering,...
-
RPG AS400 Developer
2 weeks ago
Omaha, United States Sensiple Inc. Full timeRPG DeveloperLocation: Omaha, NE- HybridContract position.POSITION SUMMARY:A Subject Matter Expert in multiple systems or applications with analysis and design work in programming.Technically lead and mentor other developers and effectively communicate with business usersGather requirements, identify areas of operational improvement and translate into...
-
Client Service Advocate
6 days ago
Omaha, United States Axos Bank Full timeAxos Clearing LLC Target Range: $40,000.00/Yr. - $47,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These...
-
Program Manager
2 weeks ago
Omaha, United States PFES Full timePFES is currently looking for a Program Manager to lead and support a team of Project Managers focused on large scale electric utility infrastructure projects out of Omaha, NE.The Program Manager T&D Projects is responsible for strategy alignment and coordinative oversight for the safe, efficient and economic execution of electric transmission, substation,...
-
Compliance Testing Officer Manager
2 weeks ago
Omaha, United States The Peak Organization Full timeThe Peak Organization, Inc. Founded in 1970, Peak provides professional staffing and IT Managed Services. Learn More The Peak Accounting Group, Inc. Direct-hire and contract staffing for accounting and tax professionals Learn More Peak AdComm, Inc. Staffing services for the marketing, creative, advertising and interactive communities Learn More Peak Audit,...
-
Program Manager
4 weeks ago
Omaha, United States PFES Full timePFES is currently looking for a Program Manager to lead and support a team of Project Managers focused on large scale electric utility infrastructure projects out of Omaha, NE.The Program Manager T&D Projects is responsible for strategy alignment and coordinative oversight for the safe, efficient and economic execution of electric transmission, substation,...
-
Verizon Specialist
1 month ago
Omaha, United States Best Buy Full timeKey Responsibilities Helps drive a positive customer experience by building relationships, exhibiting empathy, and providing solutions to their needs. Processes sales transactions including online and in-person orders while handing off customers to General Advisors for returns and exchanges. Achieves team and individual goals while enabling an...
-
ACT/SAT/Math/Science Teacher
6 days ago
Omaha, United States Huntington Learning Center Part time $15 - $18NOW HIRING PART-TIME Teachers!Company Information:Huntington Learning Center has been the nation’s recognized leader in the educational services industry since 1977. One of the chief reasons for our success is our team of devoted tutors. All our tutors at Huntington Learning Center are here because they love seeing children succeed. If your dream job is...
-
Testing Senior Project Manager
5 days ago
Omaha, United States Dice Full timeDice is the leading career destination for tech experts at every stage of their careers. Our client, TEKsystems c/o Allegis Group, is seeking the following. Apply via Dice today! Position: Testing Project Manager Location: Omaha, NE (Looking for candidates in the NE, IA, MN) Duration: 12 months Description: TEKsystems client is looking for an Enterprise...
-
Mechanical Business Class Director
1 month ago
Omaha, NE, United States HDR Full timeDescriptionAbout UsAt HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We create an unshakable foundation for progress because our multidisciplinary...
-
Testing Senior Project Manager
6 days ago
Omaha, United States TEKsystems Full timeLocation: Omaha, NE (Looking for candidates in the NE, IA, MN) Duration: 12 months Description: TEKsystems client is looking for an Enterprise Project Manager to help manage a large initiative, integrate and help lead a lot of the product integration workstreams. Qualified candidates: Project Management • Ideal candidate: end-to-end testing experience...
-
Sterile Processing Tech Lead
4 weeks ago
Omaha, United States Catholic Health Initiatives Full timeOverview At CHI Health Creighton University Medical Center - Bergan Mercy our focus is patient-centered care. Our level I trauma center and academic medical center campus is designed to heal the body mind and spirit of every person in a more comfortable less stressful hospital environment. Our full range of medical services includes trauma services heart...
-
Billing Specialist
3 weeks ago
Omaha, United States OAS Orion Advisor Solutions, Inc Full timeAs a Billing Specialist, you will be responsible for setting up contracts and properly invoicing clients of Orion. This position will work closely with operations on escalated client cases regarding invoices as well as internal requests from various departments. The Billing Specialist will work on projects that include both improvements of legacy processes...
-
Knowledge and Standards Program Manager
7 days ago
Omaha, United States Kiewit Corporation Full timeKiewit Knowledge and Standards Program Manager - Kiewit Technology Group Omaha , Nebraska Apply Now Market: Corporate Home Office Employment Type: Full Time Position Overview As Standards and Knowledge Group (SKG) Lead you will focus on our Kiewit Technology Standards Board (KTSB), you will also oversee the planning, updating, and monitoring of all...
-
Client Service Advocate
2 days ago
Omaha, United States axosbank.com Full timeAxos Clearing LLC Target Range: $40,000.00/Yr. - $47,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These...
-
RPG Developer
2 weeks ago
Omaha, United States Sensiple Inc. Full timeRPG DeveloperLocation: Omaha, NE.Contract - Onsite POSITION SUMMARY:A Subject Matter Expert in multiple systems or applications with analysis and design work in programming.Technically lead and mentor other developers and effectively communicate with business usersGather requirements, identify areas of operational improvement and translate into software...
-
Sterile Processing Tech Lead
4 weeks ago
Omaha, United States Unavailable Full timeOverview At CHI Health Creighton University Medical Center - Bergan Mercy our focus is patient-centered care. Our level I trauma center and academic medical center campus is designed to heal the body mind and spirit of every person in a more comfortable less stressful hospital environment. Our full range of medical services includes trauma services heart and...
-
Knowledge and Standards Program Manager
7 days ago
Omaha, United States Kiewit Full timePosition Overview As Standards and Knowledge Group (SKG) Lead you will focus on our Kiewit Technology Standards Board (KTSB), you will also oversee the planning, updating, and monitoring of all standards-related materials. You will combine knowledge management expertise with technical writing skills to ensure our standards reflect the current state and...
-
Housekeeper
3 weeks ago
Omaha, United States Marriott International Inc Full timeAdditional Information Pay: $16.10/hour, Full Time, Flexible Schedule RequiredJob Number 24079815Job Category Housekeeping & LaundryLocation Courtyard Omaha Downtown/Old Market Area, 101 South 10th Street, Omaha, Nebraska, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-Management POSITION SUMMARY Our jobs...