Advisor Experience Lead

Orion Advisor Solutions; Town of Hebron (NY); Hybrid; USD 34,000 - 50,000; Full time

Benefits offered by this job

Health, dental, vision, disability on-

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity

Student loan repayment

Job summary

Orion Advisor Solutions is seeking a Client Relationship Specialist to deliver exceptional service to advisors within a designated territory. You will combine relationship management, advisor enablement, and AI-assisted service delivery to create efficient, personalized advisor experiences.

The role requires strong communication, 2+ years in client service or financial services, and the ability to thrive in a fast-paced, regulated environment.

Qualifications

• Bachelor's degree or equivalent experience in Business, Finance, or related field.
• Minimum of two years of client service or financial services experience.

Responsibilities

• Deliver exceptional service and proactive relationship support to advisors within an assigned territory.
• Respond to advisor inquiries across channels (phone, email, chat) with timely and accurate resolution.
• Build familiarity and relationships with advisors in the territory, ensuring continuity of service.
• Guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Support advisor adoption and effective use of Orion platforms, systems, and tools.
• Use AI-generated insights to identify opportunities for proactive outreach and service improvement.
• Process daily servicing work including account management and call support.
• Meet or exceed service metrics related to quality, timeliness, productivity, and advisor satisfaction.

Skills

Account management

Active listening

Client communication

Customer service

Operational execution

Product knowledge

Relationship management

Education

Bachelor's degree in Business/Finance/related field

Tools

Salesforce

Job description

Orion Advisor Solutions is seeking a Client Relationship Specialist to deliver exceptional service to advisors within a designated territory. You will combine relationship management, advisor enablement, and AI-assisted service delivery to create efficient, personalized advisor experiences.

The role requires strong communication, 2+ years in client service or financial services, and the ability to thrive in a fast-paced, regulated environment.