Client Onboarding Coordinator

Found in: Talent US C2 - 2 weeks ago

Collegeville, United States Orion Full time

About This Job 

As an Onboarding Coordinator, you will be responsible for coordinating and project managing the initial onboarding of new clients of Orion. This position will serve as primary point of contact between customer, Onboarding Project Mangers, Managers and Analysts, Orion Programming, Orion Sales and Orion Tech Support to ensure the client is successfully setup on the Orion platform. 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:

Work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process

Review Schedule D with client and answers any applicable questions surrounding the Master Client List and interface setup items

Research the initial aspects of advisor's practice to be used in the onboarding process and sets clear expectations with the advisor on when items need to be completed in order to hit overall project deadlines

Ensure the accuracy of the master client list and data feed interface setup projects 

Review information from Schedule D to ensure database settings are setup correctly

Hold client accountable to timelines set by Onboarding team for delivery of items

Process client requests regarding master client list or interface changes

Make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline 

Be responsible for setting up the initial database framework

Obtain required information from advisors and custodians and works directly with the Accounting Analysts in order to get new data feeds in working order

Determine and implement database settings for various aspects of the system 

Track and maintain interactions via Salesforce.com CRM 

Determine advisor specific information according to Schedule D to ensure all information is accurately updated

Assist Sales team by explaining the MCL and interface process to prospective clients regarding the initial setup

We're looking for talent who:

Has knowledge and understanding of project management concepts and discipline

Preferably has knowledge and understanding of Salesforce CRM

Has advanced knowledge and understanding of Orion Connect system

Is able to exercise appropriate judgment, reasoning and decision-making

Has minimum of a bachelor's degree in Business Administration, Finance or related field required

Obtain Orion Industry Certification

Preferably has minimum of 1 year of project management or coordinating experience

Preferably has minimum of 1 year of experience in Account Manager role or any position at Orion

Preferably has experience working within financial services, technology, or customer service industries

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:

$19.78 - $28.30

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.

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