Advisor Success & Relationship Specialist

Orion; Philadelphia (Philadelphia County); Híbrido; USD 34.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental and vision benefits

401(k) with employer match

Paid parental leave

Pet benefits

Descripción de la vacante

Orion is seeking a Client Relationship Specialist in the United States. The role focuses on delivering proactive relationship support to financial advisors, leveraging AI-enabled tools for research, summaries, and service optimization.

The position emphasizes hybrid work with three days on-site at an Orion office location, requiring commuting distance to an office. A Bachelor’s degree and at least two years in client service or financial services are desired.

Formación

• Bachelor’s degree or equivalent experience required.
• Minimum of two years in client service or financial services.
• Strong communication and relationship management skills.
• Team-based, shared service model experience preferred.
• Ability to handle multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and CRM platforms (Salesforce).
• Comfortable using AI-enabled tools to enhance productivity and service.

Responsabilidades

• 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 consistent service coverage.
• Guide advisors on systems, custodial requirements, workflows, and platform capabilities.
• Support advisor adoption and effective use of Orion platforms through education and guidance.
• Use AI-generated insights to identify opportunities for proactive outreach and service improvement.
• Leverage AI tools to accelerate research, summarize interactions, draft service communications, and categorize cases.
• Provide guidance on best practices, policies, and workflows to improve the advisor experience.
• Deliver training to drive adoption and reduce service friction.
• Manage advisor requests from intake through completion and ensure timely resolution.
• Provide trade assistance and online trade execution support.
• Analyze requests, identify solutions, and coordinate across teams as needed.
• Identify and resolve documentation issues and improve knowledge resources.

Conocimientos

Account Management

Active Listening

Client Communication

Customer Service

Operational Execution

Product Knowledge

Relationship Management

Educación

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

Equivalent experience accepted

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Orion is seeking a Client Relationship Specialist in the United States. The role focuses on delivering proactive relationship support to financial advisors, leveraging AI-enabled tools for research, summaries, and service optimization.

The position emphasizes hybrid work with three days on-site at an Orion office location, requiring commuting distance to an office. A Bachelor’s degree and at least two years in client service or financial services are desired.