Advisor Relationship Specialist — AI-Enabled Service

Orion; Lehi (UT); Hybrid; USD 67,538,000 - 97,997,000; Full time

Benefits offered by this job

Health, dental, vision insurance (day

Job summary

Orion is seeking a Client Relationship Specialist in Utah to deliver proactive relationship support to financial advisors within a hybrid schedule. You will leverage AI-enabled tools to accelerate research, summarize interactions, and surface insights while upholding compliance and accuracy in a fast-paced, regulated environment.

You will work with cross-functional teams to address advisor needs, provide education on Orion platforms, and drive service improvements, with on-site days three times

Qualifications

• Bachelor's degree in Business, Finance, or related field required or equivalent experience.
• Minimum of two years in client service or financial services.
• Proficient in Microsoft Office and CRM platforms (Salesforce preferred).
• Comfort using AI-enabled tools and a mindset of continuous improvement.

Responsibilities

• Support advisors within an assigned territory as part of a team-based servicing model.
• Respond to advisor inquiries across channels with timely and accurate resolution.
• Build familiarity and relationships with advisors in the territory to ensure continuity of service.
• Collaborate with team members to balance workload and maintain coverage.
• Guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Provide education to drive adoption of Orion platforms and tools.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Education

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

Tools

Salesforce

Microsoft Office

Job description

Orion is seeking a Client Relationship Specialist in Utah to deliver proactive relationship support to financial advisors within a hybrid schedule. You will leverage AI-enabled tools to accelerate research, summarize interactions, and surface insights while upholding compliance and accuracy in a fast-paced, regulated environment.

You will work with cross-functional teams to address advisor needs, provide education on Orion platforms, and drive service improvements, with on-site days three times