Advisor Success & Relationship Specialist

Orion; Philadelphia (Philadelphia County); Hybrid; USD 33,000 - 47,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Orion is seeking a Client Relationship Specialist to deliver exceptional service to advisors across a defined territory. You will support a team-based servicing model and leverage AI-enabled tools to accelerate research, summarize interactions, and surface insights while maintaining human judgment and accountability.

The role blends relationship management, advisor enablement, operational execution, and regulatory awareness in a fast-paced financial environment.

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• Minimum 2 years of client service or financial services experience.
• Proficiency with Microsoft Office and CRM platforms (Salesforce preferred).

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.
• Guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Support advisor adoption and use of Orion platforms, systems, and tools through education.
• Use AI-generated insights to identify opportunities for outreach, education, and service improvement.
• Deliver training and ongoing education to drive adoption and reduce service friction.

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 to deliver exceptional service to advisors across a defined territory. You will support a team-based servicing model and leverage AI-enabled tools to accelerate research, summarize interactions, and surface insights while maintaining human judgment and accountability.

The role blends relationship management, advisor enablement, operational execution, and regulatory awareness in a fast-paced financial environment.