Advisor Experience Specialist - Hybrid

Orion Advisor Solutions; Lehi (UT); Hybrid; USD 34,000 - 50,000; Full time

Job summary

Orion Advisor Solutions is seeking a Client Relationship Specialist to deliver proactive relationship support to advisors across an assigned territory, combining relationship management, advisor enablement, and AI-assisted service delivery to create a more efficient, personalized advisor experience. The role is hybrid, requiring three or more on-site days each week at listed office locations.

You will respond to advisor inquiries across channels, guide on systems and workflows, and promote

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• Equivalent experience may be accepted.

Responsibilities

• Support advisors within an assigned territory as part of a team-based servicing model.

Skills

Account Management

Active Listening

Client Communication

Customer Service

Operational Execution

Product Knowledge

Relationship Management

Education

Bachelor’s degree in Business, Finance, or related field

Equivalent experience accepted

Tools

Salesforce

Microsoft Office

Job description

Orion Advisor Solutions is seeking a Client Relationship Specialist to deliver proactive relationship support to advisors across an assigned territory, combining relationship management, advisor enablement, and AI-assisted service delivery to create a more efficient, personalized advisor experience. The role is hybrid, requiring three or more on-site days each week at listed office locations.

You will respond to advisor inquiries across channels, guide on systems and workflows, and promote